LCWP
SHW icon

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
Q2 		$324K Sell
941
-10
-1% -$3.19K 0.06% 283
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Legacy Capital Wealth Partners's SHW Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Sherwin-Williams (SHW) stake by 1.1% in Q2 2026, selling an estimated $3.19K and leaving 941 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #283.

Legacy Capital Wealth Partners first reported a position in SHW in Q3 2023 and has held it in 11 quarters since. The position peaked at $388K in Q1 2025. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Legacy Capital Wealth Partners held 941 shares of Sherwin-Williams worth $324K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 10 Sherwin-Williams shares in Q2 2026, an estimated $3.19K.
  • Sherwin-Williams made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • Legacy Capital Wealth Partners first reported a position in Sherwin-Williams in Q3 2023 and has held it in 11 quarters since.
  • Legacy Capital Wealth Partners's Sherwin-Williams position peaked at $388K in Q1 2025.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.