Dmitry Balyasny’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $202M | Buy |
586,345
+122,978
| +27% | +$39.3M | 0.25% | 72 |
|
|
2026
Q1 | $149M | Sell |
463,367
-198,858
| -30% | -$68.5M | 0.19% | 98 |
|
|
2025
Q4 | $215M | Buy |
662,225
+660,997
| +53,827% | +$221M | 0.27% | 62 |
|
|
2025
Q3 | $425K | Sell |
1,228
-68,183
| -98% | -$24M | ﹤0.01% | 2458 |
|
|
2025
Q2 | $23.8M | Sell |
69,411
-16,231
| -19% | -$5.62M | 0.04% | 601 |
|
|
2025
Q1 | $29.9M | Sell |
85,642
-301,863
| -78% | -$106M | 0.05% | 450 |
|
|
2024
Q4 | $132M | Sell |
387,505
-182,049
| -32% | -$67.9M | 0.2% | 102 |
|
|
2024
Q3 | $217M | Buy |
569,554
+322,089
| +130% | +$112M | 0.35% | 40 |
|
|
2024
Q2 | $73.9M | Sell |
247,465
-196,648
| -44% | -$60.8M | 0.13% | 190 |
|
|
2024
Q1 | $154M | Sell |
444,113
-34,701
| -7% | -$11.1M | 0.27% | 58 |
|
|
2023
Q4 | $149M | Buy |
478,814
+177,546
| +59% | +$47.7M | 0.28% | 57 |
|
|
2023
Q3 | $76.8M | Sell |
301,268
-522,861
| -63% | -$140M | 0.16% | 159 |
|
|
2023
Q2 | $219M | Buy |
824,129
+259,104
| +46% | +$61M | 0.48% | 23 |
|
|
2023
Q1 | $127M | Buy |
565,025
+409,527
| +263% | +$93.7M | 0.32% | 48 |
|
|
2022
Q4 | $36.9M | Sell |
155,498
-415,807
| -73% | -$96.1M | 0.1% | 255 |
|
|
2022
Q3 | $117M | Buy |
571,305
+359,600
| +170% | +$85.2M | 0.36% | 38 |
|
|
2022
Q2 | $47.4M | Buy |
+211,705
| New | +$54.3M | 0.15% | 163 |
|
|
2019
Q3 | – | Sell |
-9,327
| Closed | -$1.59M | – | 1535 |
|
|
2019
Q2 | $1.43M | Sell |
9,327
-4,584
| -33% | -$685K | 0.01% | 980 |
|
|
2019
Q1 | $2M | Buy |
+13,911
| New | +$1.94M | 0.01% | 821 |
|
|
2018
Q4 | – | Sell |
-67,176
| Closed | -$10.2M | – | 1721 |
|
|
2018
Q3 | $10.2M | Buy |
67,176
+13,035
| +24% | +$1.93M | 0.05% | 483 |
|
|
2018
Q2 | $7.36M | Buy |
54,141
+41,793
| +338% | +$5.41M | 0.03% | 571 |
|
|
2018
Q1 | $1.61M | Sell |
12,348
-7,254
| -37% | -$989K | 0.01% | 1058 |
|
|
2017
Q4 | $2.68M | Buy |
+19,602
| New | +$2.58M | 0.01% | 1057 |
|
|
2017
Q3 | – | Sell |
-5,964
| Closed | -$698K | – | 2074 |
|
|
2017
Q2 | $698K | Sell |
5,964
-8,169
| -58% | -$913K | ﹤0.01% | 1180 |
|
|
2017
Q1 | $1.46M | Sell |
14,133
-577,392
| -98% | -$58.2M | 0.01% | 997 |
|
|
2016
Q4 | $53M | Buy |
+591,525
| New | +$52.3M | 0.28% | 81 |
|
|
2016
Q3 | – | Sell |
-2,328
| Closed | -$228K | – | 1239 |
|
|
2016
Q2 | $228K | Sell |
2,328
-244,872
| -99% | -$23.9M | ﹤0.01% | 996 |
|
|
2016
Q1 | $23.5M | Buy |
247,200
+242,370
| +5,018% | +$21.2M | 0.14% | 219 |
|
|
2015
Q4 | $418K | Buy |
4,830
+570
| +13% | +$49.3K | ﹤0.01% | 876 |
|
|
2015
Q3 | $316K | Buy |
+4,260
| New | +$374K | ﹤0.01% | 905 |
|
Other funds holding SHW
Dmitry Balyasny's SHW Position: Q2 2026 in Review
Dmitry Balyasny increased its Sherwin-Williams (SHW) stake by 27% in Q2 2026, buying an estimated $39.3M and bringing the position to 586,345 shares worth $202M. The position accounts for 0.25% of the portfolio, ranked #72.
Dmitry Balyasny first reported a position in SHW in Q3 2015 and has held it in 30 quarters since. The position peaked at $219M in Q2 2023. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Dmitry Balyasny held 586,345 shares of Sherwin-Williams worth $202M as of Q2 2026.
- Dmitry Balyasny bought 122,978 Sherwin-Williams shares in Q2 2026, an estimated $39.3M.
- Sherwin-Williams made up 0.25% of Dmitry Balyasny's portfolio in Q2 2026, its #72 holding.
- Dmitry Balyasny first reported a position in Sherwin-Williams in Q3 2015 and has held it in 30 quarters since.
- Dmitry Balyasny's Sherwin-Williams position peaked at $219M in Q2 2023.
- 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.