HVIA
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Hudson Valley Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Hudson Valley Investment Advisors’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 		$4.46M Sell
12,964
-745
-5% -$238K 0.54% 48
2026
Q1 		$4.39M Sell
13,709
-2,168
-14% -$746K 0.57% 52
2025
Q4 		$5.14M Sell
15,877
-1,025
-6% -$343K 0.57% 53
2025
Q3 		$5.85M Sell
16,902
-591
-3% -$208K 0.61% 51
2025
Q2 		$6.01M Sell
17,493
-133
-0.8% -$46.1K 0.66% 48
2025
Q1 		$6.15M Sell
17,626
-1,801
-9% -$632K 0.74% 48
2024
Q4 		$6.6M Sell
19,427
-634
-3% -$237K 0.75% 45
2024
Q3 		$7.66M Buy
20,061
+333
+2% +$116K 0.85% 40
2024
Q2 		$5.91M Sell
19,728
-512
-3% -$158K 0.77% 45
2024
Q1 		$7.03M Buy
20,240
+2,237
+12% +$713K 0.84% 45
2023
Q4 		$5.39M Sell
18,003
-1,784
-9% -$480K 0.74% 47
2023
Q3 		$5.05M Sell
19,787
-1,256
-6% -$336K 0.71% 46
2023
Q2 		$5.59M Buy
21,043
+398
+2% +$93.7K 0.76% 41
2023
Q1 		$4.64M Buy
20,645
+5,881
+40% +$1.35M 0.65% 49
2022
Q4 		$3.5M Sell
14,764
-5,605
-28% -$1.3M 0.53% 55
2022
Q3 		$4.17M Sell
20,369
-152
-0.7% -$36K 0.67% 46
2022
Q2 		$4.59M Sell
20,521
-769
-4% -$197K 0.72% 40
2022
Q1 		$5.31M Sell
21,290
-903
-4% -$249K 0.71% 42
2021
Q4 		$7.82M Sell
22,193
-208
-0.9% -$67.2K 1.22% 24
2021
Q3 		$6.27M Sell
22,401
-584
-3% -$171K 1.07% 28
2021
Q2 		$6.26M Sell
22,985
-4,288
-16% -$1.17M 1.09% 28
2021
Q1 		$6.71M Buy
27,273
+3,642
+15% +$868K 1.2% 27
2020
Q4 		$5.79M Buy
23,631
+219
+0.9% +$51.9K 1.1% 30
2020
Q3 		$5.44M Hold
23,412
– – 1.17% 28
2020
Q2 		$4.51M Sell
23,412
-18
-0.1% -$3.25K 1.05% 35
2020
Q1 		$3.59M Buy
23,430
+1,116
+5% +$201K 0.99% 37
2019
Q4 		$4.34M Buy
22,314
+309
+1% +$58.9K 0.93% 39
2019
Q3 		$4.03M Sell
22,005
-159
-0.7% -$27K 0.93% 42
2019
Q2 		$3.39M Buy
22,164
+1,947
+10% +$291K 0.78% 46
2019
Q1 		$2.9M Sell
20,217
-3,435
-15% -$478K 0.7% 49
2018
Q4 		$3.1M Buy
23,652
+16,830
+247% +$2.27M 0.72% 46
2018
Q3 		$1.03M Sell
6,822
-42
-0.6% -$6.22K 0.24% 86
2018
Q2 		$933K Buy
6,864
+246
+4% +$31.8K 0.23% 89
2018
Q1 		$865K Buy
6,618
+51
+0.8% +$6.95K 0.22% 91
2017
Q4 		$898K Buy
6,567
+300
+5% +$39.4K 0.22% 92
2017
Q3 		$748K Sell
6,267
-279
-4% -$32K 0.19% 96
2017
Q2 		$766K Sell
6,546
-39
-0.6% -$4.36K 0.21% 95
2017
Q1 		$681K Buy
6,585
+405
+7% +$40.8K 0.19% 99
2016
Q4 		$554K Buy
6,180
+1,605
+35% +$142K 0.16% 104
2016
Q3 		$422K Buy
4,575
+1,239
+37% +$120K 0.13% 111
2016
Q2 		$327K Buy
3,336
+1,011
+43% +$98.5K 0.1% 118
2016
Q1 		$221K Buy
+2,325
New +$203K 0.07% 132

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Hudson Valley Investment Advisors's SHW Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Sherwin-Williams (SHW) stake by 5.4% in Q2 2026, selling an estimated $238K and leaving 12,964 shares worth $4.46M. The position accounts for 0.54% of the portfolio, ranked #48.

Hudson Valley Investment Advisors first reported a position in SHW in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.82M in Q4 2021. 730 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Hudson Valley Investment Advisors held 12,964 shares of Sherwin-Williams worth $4.46M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 745 Sherwin-Williams shares in Q2 2026, an estimated $238K.
  • Sherwin-Williams made up 0.54% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Hudson Valley Investment Advisors first reported a position in Sherwin-Williams in Q1 2016 and has held it in 42 quarters since.
  • Hudson Valley Investment Advisors's Sherwin-Williams position peaked at $7.82M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.