IMA Advisory Services’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
$70.3K Buy
204
+1
+0.5% +$319 ﹤0.01% 464
2026
Q1
$65.1K Hold
203
0.01% 236
2025
Q4
$65.8K Hold
203
0.01% 235
2025
Q3
$70.3K Buy
203
+41
+25% +$14.5K 0.01% 217
2025
Q2
$55.6K Buy
162
+1
+0.6% +$346 0.01% 225
2025
Q1
$56.2K Buy
+161
New +$56.5K 0.01% 225
2024
Q4
Sell
-145
Closed -$55.3K 261
2024
Q3
$55.3K Buy
+145
New +$50.6K 0.01% 178
2018
Q3
Sell
-6
Closed -$1K 434
2018
Q2
$1K Buy
+6
New +$776 ﹤0.01% 453

Other funds holding SHW

IMA Advisory Services's SHW Position: Q2 2026 in Review

IMA Advisory Services increased its Sherwin-Williams (SHW) stake by 0.49% in Q2 2026, buying an estimated $319 and bringing the position to 204 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

IMA Advisory Services first reported a position in SHW in Q2 2018 and has held it in 8 quarters since. The position peaked at $70.3K in Q3 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • IMA Advisory Services held 204 shares of Sherwin-Williams worth $70.3K as of Q2 2026.
  • IMA Advisory Services bought 1 Sherwin-Williams share in Q2 2026, an estimated $319.
  • Sherwin-Williams made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #464 holding.
  • IMA Advisory Services first reported a position in Sherwin-Williams in Q2 2018 and has held it in 8 quarters since.
  • IMA Advisory Services's Sherwin-Williams position peaked at $70.3K in Q3 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.