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Legacy Private Trust’s Sherwin-Williams SHW Stock Holding History

Legacy Private Trust’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 		$480K Sell
1,395
-39
-3% -$12.5K 0.03% 208
2026
Q1 		$460K Sell
1,434
-69
-5% -$23.8K 0.03% 207
2025
Q4 		$487K Sell
1,503
-20
-1% -$6.69K 0.03% 205
2025
Q3 		$527K Buy
+1,523
New +$537K 0.03% 193

Other funds holding SHW

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
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 Private Trust's SHW Position: Q2 2026 in Review

Legacy Private Trust reduced its Sherwin-Williams (SHW) stake by 2.7% in Q2 2026, selling an estimated $12.5K and leaving 1,395 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #208.

Legacy Private Trust first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $527K in Q3 2025. 1,739 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Legacy Private Trust held 1,395 shares of Sherwin-Williams worth $480K as of Q2 2026.
  • Legacy Private Trust sold 39 Sherwin-Williams shares in Q2 2026, an estimated $12.5K.
  • Sherwin-Williams made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #208 holding.
  • Legacy Private Trust first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • Legacy Private Trust's Sherwin-Williams position peaked at $527K in Q3 2025.
  • 1,739 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.