Independent Advisor Alliance’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 | $1.78M | Sell |
5,176
-96
| -2% | -$30.7K | 0.04% | 305 |
|
|
2026
Q1 | $1.69M | Sell |
5,272
-6,243
| -54% | -$2.15M | 0.02% | 613 |
|
|
2025
Q4 | $3.73M | Sell |
11,515
-1,115
| -9% | -$373K | 0.09% | 181 |
|
|
2025
Q3 | $4.37M | Buy |
12,630
+170
| +1% | +$59.9K | 0.11% | 156 |
|
|
2025
Q2 | $4.28M | Buy |
12,460
+98
| +0.8% | +$34K | 0.12% | 135 |
|
|
2025
Q1 | $4.32M | Sell |
12,362
-934
| -7% | -$328K | 0.14% | 123 |
|
|
2024
Q4 | $4.52M | Buy |
13,296
+1,402
| +12% | +$523K | 0.06% | 291 |
|
|
2024
Q3 | $4.54M | Sell |
11,894
-141
| -1% | -$49.2K | 0.17% | 110 |
|
|
2024
Q2 | $3.59M | Sell |
12,035
-133
| -1% | -$41.1K | 0.12% | 144 |
|
|
2024
Q1 | $4.23M | Sell |
12,168
-370
| -3% | -$118K | 0.15% | 118 |
|
|
2023
Q4 | $3.91M | Sell |
12,538
-1,498
| -11% | -$403K | 0.14% | 124 |
|
|
2023
Q3 | $3.58M | Sell |
14,036
-1,160
| -8% | -$311K | 0.16% | 122 |
|
|
2023
Q2 | $4.03M | Sell |
15,196
-7,047
| -32% | -$1.66M | 0.18% | 105 |
|
|
2023
Q1 | $5M | Buy |
22,243
+6,538
| +42% | +$1.5M | 0.24% | 85 |
|
|
2022
Q4 | $3.73K | Sell |
15,705
-124
| -0.8% | -$28.7K | ﹤0.01% | 205 |
|
|
2022
Q3 | $3.24M | Buy |
15,829
+730
| +5% | +$173K | 0.19% | 109 |
|
|
2022
Q2 | $3.38M | Buy |
15,099
+136
| +0.9% | +$34.9K | 0.19% | 110 |
|
|
2022
Q1 | $3.73M | Sell |
14,963
-449
| -3% | -$124K | 0.18% | 110 |
|
|
2021
Q4 | $5.43M | Buy |
15,412
+1,096
| +8% | +$354K | 0.27% | 82 |
|
|
2021
Q3 | $4M | Buy |
14,316
+140
| +1% | +$41K | 0.22% | 94 |
|
|
2021
Q2 | $3.86M | Buy |
14,176
+289
| +2% | +$79.2K | 0.21% | 106 |
|
|
2021
Q1 | $3.42M | Buy |
13,887
+1,236
| +10% | +$294K | 0.2% | 106 |
|
|
2020
Q4 | $3.1M | Buy |
12,651
+2,010
| +19% | +$477K | 0.21% | 105 |
|
|
2020
Q3 | $2.47M | Sell |
10,641
-6
| -0.1% | -$1.31K | 0.19% | 110 |
|
|
2020
Q2 | $2.05M | Sell |
10,647
-2,016
| -16% | -$363K | 0.22% | 93 |
|
|
2020
Q1 | $1.94M | Sell |
12,663
-543
| -4% | -$98K | 0.28% | 69 |
|
|
2019
Q4 | $2.57M | Sell |
13,206
-1,017
| -7% | -$194K | 0.11% | 201 |
|
|
2019
Q3 | $2.61M | Sell |
14,223
-306
| -2% | -$52.1K | 0.32% | 73 |
|
|
2019
Q2 | $2.22M | Sell |
14,529
-276
| -2% | -$41.2K | 0.32% | 75 |
|
|
2019
Q1 | $2.13M | Sell |
14,805
-2,292
| -13% | -$319K | 0.3% | 80 |
|
|
2018
Q4 | $2.24M | Buy |
17,097
+1,671
| +11% | +$225K | 0.4% | 55 |
|
|
2018
Q3 | $2.34M | Buy |
15,426
+525
| +4% | +$77.7K | 0.42% | 56 |
|
|
2018
Q2 | $2.02M | Buy |
14,901
+6
| +0% | +$776 | 0.42% | 60 |
|
|
2018
Q1 | $1.9M | Sell |
14,895
-342
| -2% | -$46.6K | 0.42% | 57 |
|
|
2017
Q4 | $2.15M | Sell |
15,237
-564
| -4% | -$74.1K | 0.48% | 49 |
|
|
2017
Q3 | $2.01M | Buy |
15,801
+48
| +0.3% | +$5.51K | 0.55% | 46 |
|
|
2017
Q2 | $1.85M | Sell |
15,753
-2,064
| -12% | -$231K | 0.59% | 45 |
|
|
2017
Q1 | $1.84M | Buy |
17,817
+477
| +3% | +$48K | 0.29% | 99 |
|
|
2016
Q4 | $1.64M | Buy |
+17,340
| New | +$1.53M | 0.7% | 41 |
|
Other funds holding SHW
Independent Advisor Alliance's SHW Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Sherwin-Williams (SHW) stake by 1.8% in Q2 2026, selling an estimated $30.7K and leaving 5,176 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #305.
Independent Advisor Alliance first reported a position in SHW in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.43M in Q4 2021. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Independent Advisor Alliance held 5,176 shares of Sherwin-Williams worth $1.78M as of Q2 2026.
- Independent Advisor Alliance sold 96 Sherwin-Williams shares in Q2 2026, an estimated $30.7K.
- Sherwin-Williams made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #305 holding.
- Independent Advisor Alliance first reported a position in Sherwin-Williams in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's Sherwin-Williams position peaked at $5.43M in Q4 2021.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.