LWM
SHW icon

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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return