Lee Ainslie’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 | $198M | Buy |
575,013
+183,174
| +47% | +$58.5M | 1.75% | 24 |
|
|
2026
Q1 | $126M | Buy |
391,839
+107,522
| +38% | +$37M | 1.45% | 29 |
|
|
2025
Q4 | $92.1M | Sell |
284,317
-99,120
| -26% | -$33.2M | 0.99% | 33 |
|
|
2025
Q3 | $133M | Buy |
383,437
+381,731
| +22,376% | +$135M | 1.77% | 20 |
|
|
2025
Q2 | $586K | Buy |
+1,706
| New | +$591K | 0.01% | 227 |
|
|
2025
Q1 | – | Sell |
-2,551
| Closed | -$867K | – | 285 |
|
|
2024
Q4 | $867K | Buy |
2,551
+113
| +5% | +$42.2K | 0.02% | 128 |
|
|
2024
Q3 | $931K | Buy |
+2,438
| New | +$851K | 0.02% | 209 |
|
|
2024
Q2 | – | Sell |
-4,820
| Closed | -$1.67M | – | 444 |
|
|
2024
Q1 | $1.67M | Buy |
+4,820
| New | +$1.54M | 0.03% | 95 |
|
|
2023
Q4 | – | Sell |
-6,450
| Closed | -$1.65M | – | 444 |
|
|
2023
Q3 | $1.65M | Sell |
6,450
-7,061
| -52% | -$1.89M | 0.04% | 85 |
|
|
2023
Q2 | $3.59M | Buy |
13,511
+4,679
| +53% | +$1.1M | 0.08% | 70 |
|
|
2023
Q1 | $1.99M | Buy |
+8,832
| New | +$2.02M | 0.05% | 84 |
|
|
2022
Q4 | – | Sell |
-24,638
| Closed | -$5.04M | – | 446 |
|
|
2022
Q3 | $5.04M | Buy |
24,638
+2,917
| +13% | +$691K | 0.11% | 63 |
|
|
2022
Q2 | $4.86M | Buy |
21,721
+5,683
| +35% | +$1.46M | 0.12% | 62 |
|
|
2022
Q1 | $4M | Buy |
+16,038
| New | +$4.43M | 0.07% | 79 |
|
|
2021
Q4 | – | Sell |
-18,369
| Closed | -$5.14M | – | 586 |
|
|
2021
Q3 | $5.14M | Buy |
+18,369
| New | +$5.38M | 0.05% | 98 |
|
|
2021
Q1 | – | Sell |
-1,026
| Closed | -$251K | – | 848 |
|
|
2020
Q4 | $251K | Sell |
1,026
-14,469
| -93% | -$3.43M | ﹤0.01% | 485 |
|
|
2020
Q3 | $3.6M | Buy |
15,495
+10,464
| +208% | +$2.28M | 0.07% | 80 |
|
|
2020
Q2 | $969K | Sell |
5,031
-20,793
| -81% | -$3.75M | 0.02% | 332 |
|
|
2020
Q1 | $3.96M | Sell |
25,824
-13,509
| -34% | -$2.44M | 0.08% | 103 |
|
|
2019
Q4 | $7.65M | Sell |
39,333
-18,375
| -32% | -$3.5M | 0.11% | 79 |
|
|
2019
Q3 | $10.6M | Buy |
57,708
+9,138
| +19% | +$1.55M | 0.16% | 61 |
|
|
2019
Q2 | $7.42M | Sell |
48,570
-51,930
| -52% | -$7.76M | 0.11% | 83 |
|
|
2019
Q1 | $14.4M | Buy |
+100,500
| New | +$14M | 0.19% | 66 |
|
|
2018
Q3 | – | Sell |
-4,560
| Closed | -$620K | – | 281 |
|
|
2018
Q2 | $620K | Buy |
+4,560
| New | +$590K | 0.01% | 229 |
|
|
2018
Q1 | – | Sell |
-14,235
| Closed | -$1.95M | – | 250 |
|
|
2017
Q4 | $1.95M | Sell |
14,235
-69,195
| -83% | -$9.1M | 0.02% | 164 |
|
|
2017
Q3 | $9.96M | Buy |
+83,430
| New | +$9.57M | 0.13% | 41 |
|
|
2015
Q4 | – | Sell |
-16,980
| Closed | -$1.26M | – | 135 |
|
|
2015
Q3 | $1.26M | Buy |
16,980
+9,660
| +132% | +$847K | 0.02% | 56 |
|
|
2015
Q2 | $671K | Sell |
7,320
-330
| -4% | -$31.3K | 0.01% | 49 |
|
|
2015
Q1 | $725K | Buy |
+7,650
| New | +$713K | 0.01% | 47 |
|
Other funds holding SHW
Lee Ainslie's SHW Position: Q2 2026 in Review
Lee Ainslie increased its Sherwin-Williams (SHW) stake by 47% in Q2 2026, buying an estimated $58.5M and bringing the position to 575,013 shares worth $198M. The position accounts for 1.75% of the portfolio, ranked #24.
Lee Ainslie first reported a position in SHW in Q1 2015 and has held it in 29 quarters since. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Lee Ainslie held 575,013 shares of Sherwin-Williams worth $198M as of Q2 2026.
- Lee Ainslie bought 183,174 Sherwin-Williams shares in Q2 2026, an estimated $58.5M.
- Sherwin-Williams made up 1.75% of Lee Ainslie's portfolio in Q2 2026, its #24 holding.
- Lee Ainslie first reported a position in Sherwin-Williams in Q1 2015 and has held it in 29 quarters since.
- 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.