Apella Capital
SHW icon

Apella Capital’s Sherwin-Williams SHW Stock Holding History

Apella Capital’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$682K Buy
2,165
+416
+24% +$141K 0.01% 454
2026
Q2 		$599K Buy
1,749
+30
+2% +$9.6K 0.01% 442
2026
Q1 		$594K Buy
1,719
+194
+13% +$66.8K 0.01% 430
2025
Q4 		$494K Sell
1,525
-19
-1% -$6.36K 0.01% 363
2025
Q3 		$512K Buy
1,544
+67
+5% +$23.6K 0.01% 322
2025
Q2 		$511K Buy
+1,477
New +$512K 0.01% 291
2025
Q1 		– Sell
-1,465
Closed -$498K – 393
2024
Q4 		$498K Buy
1,465
+30
+2% +$11.2K 0.02% 237
2024
Q3 		$543K Buy
1,435
+12
+0.8% +$4.19K 0.02% 209
2024
Q2 		$425K Buy
1,423
+4
+0.3% +$1.24K 0.02% 222
2024
Q1 		$475K Buy
1,419
+4
+0.3% +$1.27K 0.02% 193
2023
Q4 		$419K Sell
1,415
-13
-0.9% -$3.5K 0.02% 202
2023
Q3 		$364K Buy
1,428
+6
+0.4% +$1.61K 0.03% 194
2023
Q2 		$378K Buy
+1,422
New +$335K 0.03% 188
2022
Q4 		$331K Buy
1,394
+44
+3% +$10.2K 0.03% 184
2022
Q3 		$276K Hold
1,350
– – 0.03% 180
2022
Q2 		$302K Hold
1,350
– – 0.04% 178
2022
Q1 		$337K Hold
1,350
– – 0.05% 155
2021
Q4 		$475K Hold
1,350
– – 0.06% 130
2021
Q3 		$378K Hold
1,350
– – 0.05% 145
2021
Q2 		$368K Hold
1,350
– – 0.06% 160
2021
Q1 		$332K Hold
1,350
– – 0.1% 103
2020
Q4 		$331K Hold
1,350
– – 0.12% 100
2020
Q3 		$314K Hold
1,350
– – 0.13% 98
2020
Q2 		$260K Hold
1,350
– – 0.12% 106
2020
Q1 		$207K Buy
+1,350
New +$244K 0.12% 101

Other funds holding SHW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Apella Capital's SHW Position: Q3 2026 in Review

Apella Capital increased its Sherwin-Williams (SHW) stake by 24% in Q3 2026, buying an estimated $141K and bringing the position to 2,165 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #454.

Apella Capital first reported a position in SHW in Q1 2020 and has held it in 25 quarters since. 907 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Apella Capital held 2,165 shares of Sherwin-Williams worth $682K as of Q3 2026.
  • Apella Capital bought 416 Sherwin-Williams shares in Q3 2026, an estimated $141K.
  • Sherwin-Williams made up 0.01% of Apella Capital's portfolio in Q3 2026, its #454 holding.
  • Apella Capital first reported a position in Sherwin-Williams in Q1 2020 and has held it in 25 quarters since.
  • 907 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.