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Speece Thorson Capital Group’s RPM International RPM Stock Holding History

Speece Thorson Capital Group’s Portfolio RPM Stock Details RPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8M Sell
142,095
-2,864
-2% -$299K 3.38% 8
2026
Q1 		$14.4M Sell
144,959
-12,701
-8% -$1.37M 3.28% 9
2025
Q4 		$16.4M Sell
157,660
-9,213
-6% -$997K 3.55% 4
2025
Q3 		$19.7M Sell
166,873
-1,931
-1% -$232K 3.93% 2
2025
Q2 		$18.5M Buy
168,804
+3,356
+2% +$369K 3.78% 4
2025
Q1 		$19.1M Sell
165,448
-2,864
-2% -$348K 3.94% 4
2024
Q4 		$20.7M Sell
168,312
-859
-0.5% -$113K 4.09% 3
2024
Q3 		$20.5M Sell
169,171
-488
-0.3% -$56.5K 3.78% 2
2024
Q2 		$18.3M Sell
169,659
-3,076
-2% -$341K 3.74% 4
2024
Q1 		$20.5M Sell
172,735
-2,295
-1% -$255K 3.97% 3
2023
Q4 		$19.5M Buy
175,030
+1,147
+0.7% +$116K 4.01% 4
2023
Q3 		$16.5M Buy
173,883
+23,359
+16% +$2.28M 3.63% 7
2023
Q2 		$13.5M Sell
150,524
-1,599
-1% -$131K 2.76% 14
2023
Q1 		$13.3M Buy
152,123
+24,804
+19% +$2.17M 2.8% 15
2022
Q4 		$12.4M Hold
127,319
– – 2.66% 18
2022
Q3 		$10.6M Buy
127,319
+31,842
+33% +$2.83M 2.42% 19
2022
Q2 		$7.52M Buy
95,477
+609
+0.6% +$51.2K 1.77% 29
2022
Q1 		$7.73M Sell
94,868
-548
-0.6% -$47K 1.65% 30
2021
Q4 		$9.64M Sell
95,416
-29,449
-24% -$2.68M 1.84% 26
2021
Q3 		$9.7M Buy
124,865
+56,531
+83% +$4.76M 2.03% 26
2021
Q2 		$6.06M Sell
68,334
-396
-0.6% -$36.9K 1.27% 34
2021
Q1 		$6.31M Buy
68,730
+22,729
+49% +$1.96M 1.33% 31
2020
Q4 		$4.18M Sell
46,001
-801
-2% -$70.6K 0.99% 36
2020
Q3 		$3.88M Buy
46,802
+274
+0.6% +$22.4K 1.03% 37
2020
Q2 		$3.49M Sell
46,528
-630
-1% -$43.8K 1.01% 37
2020
Q1 		$2.81M Buy
+47,158
New +$3.25M 0.97% 37

Other funds holding RPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Speece Thorson Capital Group's RPM Position: Q2 2026 in Review

Speece Thorson Capital Group reduced its RPM International (RPM) stake by 2% in Q2 2026, selling an estimated $299K and leaving 142,095 shares worth $15.8M. The position accounts for 3.38% of the portfolio, ranked #8.

Speece Thorson Capital Group first reported a position in RPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.7M in Q4 2024. 796 funds tracked by Wall St. Rank hold RPM as of Q2 2026.

  • Speece Thorson Capital Group held 142,095 shares of RPM International worth $15.8M as of Q2 2026.
  • Speece Thorson Capital Group sold 2,864 RPM International shares in Q2 2026, an estimated $299K.
  • RPM International made up 3.38% of Speece Thorson Capital Group's portfolio in Q2 2026, its #8 holding.
  • Speece Thorson Capital Group first reported a position in RPM International in Q1 2020 and has held it in 26 quarters since.
  • Speece Thorson Capital Group's RPM International position peaked at $20.7M in Q4 2024.
  • 796 funds tracked by Wall St. Rank held RPM International as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.