Level Four Advisory Services’s Sherwin-Williams SHW Stock Holding History

Level Four Advisory Services’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	$367K	Sell	1,144 -88	-7%	-$30.3K	0.01%	662
2025 Q4	$399K	Sell	1,232 -35	-3%	-$11.7K	0.01%	618
2025 Q3	$439K	Buy	1,267 +83	+7%	+$29.3K	0.02%	591
2025 Q2	$407K	Sell	1,184 -5	-0.4%	-$1.73K	0.02%	570
2025 Q1	$415K	Buy	1,189 +128	+12%	+$44.9K	0.02%	545
2024 Q4	$361K	Buy	1,061 +6	+0.6%	+$2.24K	0.01%	569
2024 Q3	$379K	Buy	+1,055	New	+$368K	0.02%	575
2023 Q4	–	Sell	-963	Closed	-$246K	–	847
2023 Q3	$246K	Sell	963 -137	-12%	-$36.7K	0.02%	629
2023 Q2	$292K	Sell	1,100 -116	-10%	-$27.3K	0.02%	626
2023 Q1	$273K	Buy	1,216 +45	+4%	+$10.3K	0.02%	607
2022 Q4	$278K	Buy	+1,171	New	+$271K	0.02%	537

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Level Four Advisory Services's SHW Position: Q1 2026 in Review

Level Four Advisory Services reduced its Sherwin-Williams (SHW) stake by 7.1% in Q1 2026, selling an estimated $30.3K and leaving 1,144 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #662.

Level Four Advisory Services first reported a position in SHW in Q4 2022 and has held it in 11 quarters since. The position peaked at $439K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Level Four Advisory Services held 1,144 shares of Sherwin-Williams worth $367K as of Q1 2026.
Level Four Advisory Services sold 88 Sherwin-Williams shares in Q1 2026, an estimated $30.3K.
Sherwin-Williams made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #662 holding.
Level Four Advisory Services first reported a position in Sherwin-Williams in Q4 2022 and has held it in 11 quarters since.
Level Four Advisory Services's Sherwin-Williams position peaked at $439K in Q3 2025.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.