Legacy Financial Strategies’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.26M | Sell |
9,482
-466
| -5% | -$149K | 0.51% | 26 |
|
|
2026
Q1 | $3.19M | Sell |
9,948
-143
| -1% | -$49.2K | 0.58% | 27 |
|
|
2025
Q4 | $3.27M | Sell |
10,091
-888
| -8% | -$297K | 0.58% | 29 |
|
|
2025
Q3 | $3.8M | Buy |
10,979
+112
| +1% | +$39.5K | 0.69% | 23 |
|
|
2025
Q2 | $3.73M | Buy |
10,867
+90
| +0.8% | +$31.2K | 0.73% | 23 |
|
|
2025
Q1 | $3.76M | Sell |
10,777
-219
| -2% | -$76.9K | 0.82% | 21 |
|
|
2024
Q4 | $3.66M | Sell |
10,996
-112
| -1% | -$41.8K | 0.79% | 22 |
|
|
2024
Q3 | $4.24M | Sell |
11,108
-13
| -0.1% | -$4.54K | 0.94% | 18 |
|
|
2024
Q2 | $3.31M | Buy |
11,121
+931
| +9% | +$288K | 0.79% | 22 |
|
|
2024
Q1 | $3.54M | Sell |
10,190
-141
| -1% | -$44.9K | 0.91% | 17 |
|
|
2023
Q4 | $3.22M | Buy |
10,331
+649
| +7% | +$175K | 0.92% | 15 |
|
|
2023
Q3 | $2.48M | Buy |
9,682
+305
| +3% | +$81.6K | 0.8% | 27 |
|
|
2023
Q2 | $2.49M | Buy |
9,377
+738
| +9% | +$174K | 0.83% | 26 |
|
|
2023
Q1 | $1.94M | Buy |
8,639
+750
| +10% | +$172K | 0.72% | 35 |
|
|
2022
Q4 | $1.87M | Buy |
7,889
+697
| +10% | +$161K | 0.77% | 31 |
|
|
2022
Q3 | $1.47M | Buy |
7,192
+876
| +14% | +$208K | 0.69% | 35 |
|
|
2022
Q2 | $1.41M | Buy |
6,316
+413
| +7% | +$106K | 0.7% | 32 |
|
|
2022
Q1 | $1.47M | Buy |
5,903
+26
| +0.4% | +$7.18K | 0.63% | 37 |
|
|
2021
Q4 | $2.07M | Buy |
5,877
+114
| +2% | +$36.8K | 0.89% | 16 |
|
|
2021
Q3 | $1.61M | Buy |
5,763
+271
| +5% | +$79.3K | 0.76% | 21 |
|
|
2021
Q2 | $1.5M | Buy |
5,492
+275
| +5% | +$75.3K | 0.72% | 25 |
|
|
2021
Q1 | $1.28M | Sell |
5,217
-18
| -0.3% | -$4.29K | 0.68% | 28 |
|
|
2020
Q4 | $1.28M | Buy |
5,235
+12
| +0.2% | +$2.85K | 0.65% | 19 |
|
|
2020
Q3 | $1.21M | Buy |
5,223
+18
| +0.3% | +$3.93K | 0.7% | 19 |
|
|
2020
Q2 | $1M | Buy |
5,205
+174
| +3% | +$31.4K | 0.77% | 20 |
|
|
2020
Q1 | $771K | Sell |
5,031
-12
| -0.2% | -$2.17K | 0.73% | 20 |
|
|
2019
Q4 | $981K | Buy |
5,043
+315
| +7% | +$60.1K | 0.79% | 18 |
|
|
2019
Q3 | $911K | Buy |
4,728
+207
| +5% | +$35.2K | 0.81% | 13 |
|
|
2019
Q2 | $701K | Buy |
4,521
+153
| +4% | +$22.9K | 0.65% | 29 |
|
|
2019
Q1 | $627K | Buy |
4,368
+336
| +8% | +$46.8K | 0.54% | 33 |
|
|
2018
Q4 | $529K | Buy |
4,032
+171
| +4% | +$23.1K | 0.52% | 30 |
|
|
2018
Q3 | $536K | Buy |
3,861
+633
| +20% | +$93.7K | 0.55% | 26 |
|
|
2018
Q2 | $439K | Buy |
3,228
+369
| +13% | +$47.7K | 0.39% | 58 |
|
|
2018
Q1 | $374K | Buy |
2,859
+882
| +45% | +$120K | 0.37% | 65 |
|
|
2017
Q4 | $270K | Buy |
+1,977
| New | +$260K | 0.29% | 79 |
|
Other funds holding SHW
Legacy Financial Strategies's SHW Position: Q2 2026 in Review
Legacy Financial Strategies reduced its Sherwin-Williams (SHW) stake by 4.7% in Q2 2026, selling an estimated $149K and leaving 9,482 shares worth $3.26M. The position accounts for 0.51% of the portfolio, ranked #26.
Legacy Financial Strategies first reported a position in SHW in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.24M in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Legacy Financial Strategies held 9,482 shares of Sherwin-Williams worth $3.26M as of Q2 2026.
- Legacy Financial Strategies sold 466 Sherwin-Williams shares in Q2 2026, an estimated $149K.
- Sherwin-Williams made up 0.51% of Legacy Financial Strategies's portfolio in Q2 2026, its #26 holding.
- Legacy Financial Strategies first reported a position in Sherwin-Williams in Q4 2017 and has held it in 35 quarters since.
- Legacy Financial Strategies's Sherwin-Williams position peaked at $4.24M in Q3 2024.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.