Lee Financial’s Sherwin-Williams SHW Stock Holding History

Lee Financial’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
2025 Q1	–	Sell	-667	Closed	-$227K	–	175
2024 Q4	$227K	Sell	667 -23	-3%	-$8.58K	0.03%	165
2024 Q3	$263K	Sell	690 -5	-0.7%	-$1.75K	0.04%	159
2024 Q2	$207K	Buy	+695	New	+$215K	0.03%	141
2024 Q1	–	Sell	-125	Closed	-$39K	–	698
2023 Q4	$39K	Hold	125	–	–	0.01%	254
2023 Q3	$31.9K	Buy	+125	New	+$33.5K	0.01%	259
2023 Q1	–	Sell	-3	Closed	-$712	–	940
2022 Q4	$712	Hold	3	–	–	﹤0.01%	790
2022 Q3	$1K	Buy	+3	New	+$711	﹤0.01%	786
2022 Q1	–	Sell	-65	Closed	-$23K	–	940
2021 Q4	$23K	Buy	+65	New	+$21K	﹤0.01%	352

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Lee Financial's SHW Position: Q1 2025 in Review

Lee Financial sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 667 shares — an estimated $227K sold.

Lee Financial first reported a position in SHW in Q4 2021 and held it in 8 quarters. The position peaked at $263K in Q3 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Lee Financial reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Lee Financial sold 667 Sherwin-Williams shares in Q1 2025, an estimated $227K.
Lee Financial first reported a position in Sherwin-Williams in Q4 2021 and held it in 8 quarters.
Lee Financial's Sherwin-Williams position peaked at $263K in Q3 2024.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Lee Financial's 13F filing for Q1 2025, filed 13 May 2025.