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Legacy Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Legacy Financial 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
2026
Q1 		$373K Sell
1,162
-77
-6% -$26.5K 0.05% 282
2025
Q4 		$402K Buy
1,239
+44
+4% +$14.7K 0.06% 260
2025
Q3 		$414K Sell
1,195
-55
-4% -$19.4K 0.06% 259
2025
Q2 		$429K Buy
1,250
+40
+3% +$13.9K 0.07% 223
2025
Q1 		$423K Buy
1,210
+15
+1% +$5.26K 0.07% 221
2024
Q4 		$406K Sell
1,195
-84
-7% -$31.4K 0.07% 229
2024
Q3 		$488K Buy
1,279
+86
+7% +$30K 0.08% 200
2024
Q2 		$356K Buy
1,193
+39
+3% +$12.1K 0.06% 229
2024
Q1 		$401K Buy
1,154
+44
+4% +$14K 0.07% 200
2023
Q4 		$346K Buy
1,110
+136
+14% +$36.6K 0.07% 208
2023
Q3 		$248K Buy
974
+46
+5% +$12.3K 0.05% 223
2023
Q2 		$246K Buy
+928
New +$218K 0.05% 220
2022
Q1 		– Sell
-696
Closed -$245K – 249
2021
Q4 		$245K Buy
+696
New +$225K 0.06% 176
2019
Q2 		– Sell
-96
Closed -$14K – 760
2019
Q1 		$14K Buy
96
+45
+88% +$6.26K ﹤0.01% 545
2018
Q4 		$7K Sell
51
-33
-39% -$4.45K ﹤0.01% 660
2018
Q3 		$12K Hold
84
– – ﹤0.01% 477
2018
Q2 		$12K Buy
84
+42
+100% +$5.43K ﹤0.01% 480
2018
Q1 		$5K Sell
42
-96
-70% -$13.1K ﹤0.01% 648
2017
Q4 		$18K Buy
+138
New +$18.1K 0.01% 383

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

Legacy Financial Advisors's SHW Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Sherwin-Williams (SHW) stake by 6.2% in Q1 2026, selling an estimated $26.5K and leaving 1,162 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #282.

Legacy Financial Advisors first reported a position in SHW in Q4 2017 and has held it in 19 quarters since. The position peaked at $488K in Q3 2024. 1,691 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Legacy Financial Advisors held 1,162 shares of Sherwin-Williams worth $373K as of Q1 2026.
  • Legacy Financial Advisors sold 77 Sherwin-Williams shares in Q1 2026, an estimated $26.5K.
  • Sherwin-Williams made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #282 holding.
  • Legacy Financial Advisors first reported a position in Sherwin-Williams in Q4 2017 and has held it in 19 quarters since.
  • Legacy Financial Advisors's Sherwin-Williams position peaked at $488K in Q3 2024.
  • 1,691 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.