Governors Lane’s Sherwin-Williams SHW Stock Holding History

Governors Lane’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 Q2	–	Sell	-55,000	Closed	-$17.6M	–	226
2026 Q1	$17.6M	Buy	+55,000	New	+$18.9M	1.13%	19

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Governors Lane's SHW Position: Q2 2026 in Review

Governors Lane increased its Sherwin-Williams (SHW) stake by 12% in Q2 2026, buying an estimated $2.67M and bringing the position to 76,087 shares worth $26.2M. The position accounts for 2.19% of the portfolio, ranked #6.

Governors Lane first reported a position in SHW in Q3 2022 and has held it in 4 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Governors Lane held 76,087 shares of Sherwin-Williams worth $26.2M as of Q2 2026.
Governors Lane bought 8,343 Sherwin-Williams shares in Q2 2026, an estimated $2.67M.
Sherwin-Williams made up 2.19% of Governors Lane's portfolio in Q2 2026, its #6 holding.
Governors Lane first reported a position in Sherwin-Williams in Q3 2022 and has held it in 4 quarters since.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Governors Lane's 13F filing for Q2 2026, filed 14 Aug 2026.