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Legacy Advisors’s Sherwin-Williams SHW Stock Holding History

Legacy Advisors’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 		$1.76M Buy
5,046
+1,067
+27% +$374K 0.18% 96
2024
Q4 		$1.35M Buy
3,979
+206
+5% +$76.9K 0.13% 118
2024
Q3 		$1.44M Buy
3,773
+106
+3% +$37K 0.16% 114
2024
Q2 		$1.09M Buy
+3,667
New +$1.13M 0.13% 121
2017
Q4 		– Sell
-39
Closed -$4K – 417
2017
Q3 		$4K Buy
+39
New +$4.47K ﹤0.01% 305

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Legacy Advisors's SHW Position: Q1 2025 in Review

Legacy Advisors increased its Sherwin-Williams (SHW) stake by 27% in Q1 2025, buying an estimated $374K and bringing the position to 5,046 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #96.

Legacy Advisors first reported a position in SHW in Q3 2017 and has held it in 5 quarters since. 1,652 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

  • Legacy Advisors held 5,046 shares of Sherwin-Williams worth $1.76M as of Q1 2025.
  • Legacy Advisors bought 1,067 Sherwin-Williams shares in Q1 2025, an estimated $374K.
  • Sherwin-Williams made up 0.18% of Legacy Advisors's portfolio in Q1 2025, its #96 holding.
  • Legacy Advisors first reported a position in Sherwin-Williams in Q3 2017 and has held it in 5 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.