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
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: Q1 2026 in Review

IMA Advisory Services held its Sherwin-Williams (SHW) position steady in Q1 2026 at 203 shares worth $65.1K. The position accounts for 0.01% of the portfolio, ranked #236.

IMA Advisory Services first reported a position in SHW in Q2 2018 and has held it in 7 quarters since. The position peaked at $70.3K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • IMA Advisory Services held 203 shares of Sherwin-Williams worth $65.1K as of Q1 2026.
  • IMA Advisory Services left its Sherwin-Williams share count unchanged in Q1 2026.
  • Sherwin-Williams made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #236 holding.
  • IMA Advisory Services first reported a position in Sherwin-Williams in Q2 2018 and has held it in 7 quarters since.
  • IMA Advisory Services's Sherwin-Williams position peaked at $70.3K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.