LWM
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Lakeridge Wealth Management’s Sherwin-Williams SHW Stock Holding History

Lakeridge Wealth Management’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 		$12.6M Buy
36,464
+31
+0.1% +$9.9K 4.61% 4
2026
Q1 		$11.7M Sell
36,433
-64
-0.2% -$22K 5.02% 3
2025
Q4 		$11.8M Sell
36,497
-416
-1% -$139K 5.38% 2
2025
Q3 		$12.8M Sell
36,913
-97
-0.3% -$34.2K 5.68% 2
2025
Q2 		$12.7M Buy
37,010
+15
+0% +$5.2K 5.84% 3
2025
Q1 		$12.9M Buy
36,995
+546
+1% +$192K 6.46% 2
2024
Q4 		$12.4M Sell
36,449
-46
-0.1% -$17.2K 6.4% 2
2024
Q3 		$13.9M Buy
36,495
+5
+0% +$1.75K 7.66% 2
2024
Q2 		$10.9M Sell
36,490
-1,275
-3% -$394K 6.55% 2
2024
Q1 		$13.1M Sell
37,765
-31
-0.1% -$9.88K 8.5% 1
2023
Q4 		$11.8M Buy
+37,796
New +$10.2M 8.52% 1

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lakeridge Wealth Management's SHW Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Sherwin-Williams (SHW) stake by 0.09% in Q2 2026, buying an estimated $9.9K and bringing the position to 36,464 shares worth $12.6M. The position accounts for 4.61% of the portfolio, ranked #4.

Lakeridge Wealth Management first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q3 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Lakeridge Wealth Management held 36,464 shares of Sherwin-Williams worth $12.6M as of Q2 2026.
  • Lakeridge Wealth Management bought 31 Sherwin-Williams shares in Q2 2026, an estimated $9.9K.
  • Sherwin-Williams made up 4.61% of Lakeridge Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Lakeridge Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Sherwin-Williams position peaked at $13.9M in Q3 2024.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.