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Legacy Wealth Asset Management’s Sherwin-Williams SHW Stock Holding History

Legacy Wealth Asset Management’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 		$974K Buy
2,829
+43
+2% +$13.7K 0.21% 128
2026
Q1 		$893K Buy
2,786
+59
+2% +$20.3K 0.22% 139
2025
Q4 		$884K Buy
2,727
+34
+1% +$11.4K 0.22% 138
2025
Q3 		$932K Buy
2,693
+893
+50% +$315K 0.23% 125
2025
Q2 		$618K Buy
1,800
+4
+0.2% +$1.39K 0.16% 207
2025
Q1 		$627K Sell
1,796
-9
-0.5% -$3.16K 0.17% 196
2024
Q4 		$614K Sell
1,805
-37
-2% -$13.8K 0.17% 193
2024
Q3 		$703K Sell
1,842
-16
-0.9% -$5.58K 0.19% 167
2024
Q2 		$554K Buy
1,858
+33
+2% +$10.2K 0.16% 209
2024
Q1 		$634K Buy
1,825
+2
+0.1% +$637 0.18% 175
2023
Q4 		$569K Buy
1,823
+4
+0.2% +$1.08K 0.19% 186
2023
Q3 		$464K Buy
1,819
+11
+0.6% +$2.94K 0.17% 214
2023
Q2 		$480K Buy
1,808
+16
+0.9% +$3.77K 0.17% 206
2023
Q1 		$403K Buy
1,792
+13
+0.7% +$2.98K 0.15% 252
2022
Q4 		$422K Buy
1,779
+26
+1% +$6.01K 0.16% 230
2022
Q3 		$359K Buy
+1,753
New +$415K 0.16% 234

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 Wealth Asset Management's SHW Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Sherwin-Williams (SHW) stake by 1.5% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,829 shares worth $974K. The position accounts for 0.21% of the portfolio, ranked #128.

Legacy Wealth Asset Management first reported a position in SHW in Q3 2022 and has held it in 16 quarters since. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Legacy Wealth Asset Management held 2,829 shares of Sherwin-Williams worth $974K as of Q2 2026.
  • Legacy Wealth Asset Management bought 43 Sherwin-Williams shares in Q2 2026, an estimated $13.7K.
  • Sherwin-Williams made up 0.21% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #128 holding.
  • Legacy Wealth Asset Management first reported a position in Sherwin-Williams in Q3 2022 and has held it in 16 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.