LCWP
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Legacy Capital Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Legacy Capital Wealth Partners’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
Q1 		$305K Sell
951
-11
-1% -$3.79K 0.06% 289
2025
Q4 		$312K Sell
962
-36
-4% -$12K 0.07% 293
2025
Q3 		$345K Sell
998
-79
-7% -$27.9K 0.08% 288
2025
Q2 		$370K Sell
1,077
-35
-3% -$12.1K 0.08% 267
2025
Q1 		$388K Buy
1,112
+84
+8% +$29.5K 0.1% 237
2024
Q4 		$350K Buy
1,028
+29
+3% +$10.8K 0.09% 242
2024
Q3 		$381K Sell
999
-231
-19% -$80.6K 0.08% 241
2024
Q2 		$367K Buy
+1,230
New +$381K 0.09% 210
2024
Q1 		– Sell
-1,051
Closed -$328K – 302
2023
Q4 		$328K Buy
1,051
+78
+8% +$21K 0.09% 202
2023
Q3 		$248K Buy
+973
New +$260K 0.07% 235

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return