LFG
SHW icon

Leverty Financial Group’s Sherwin-Williams SHW Stock Holding History

Leverty Financial Group’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 		$408K Hold
1,184
– – 0.08% 30
2026
Q1 		$380K Sell
1,184
-96
-8% -$33K 0.08% 27
2025
Q4 		$415K Sell
1,280
-2
-0.2% -$669 0.1% 25
2025
Q3 		$444K Buy
1,282
+2
+0.2% +$705 0.12% 25
2025
Q2 		$440K Hold
1,280
– – 0.13% 25
2025
Q1 		$447K Hold
1,280
– – 0.18% 22
2024
Q4 		$435K Hold
1,280
– – 0.22% 20
2024
Q3 		$489K Hold
1,280
– – 0.27% 19
2024
Q2 		$382K Sell
1,280
-56
-4% -$17.3K 0.23% 19
2024
Q1 		$464K Hold
1,336
– – 0.28% 16
2023
Q4 		$417K Sell
1,336
-59
-4% -$15.9K 0.26% 17
2023
Q3 		$356K Hold
1,395
– – 0.26% 15
2023
Q2 		$370K Hold
1,395
– – 0.27% 17
2023
Q1 		$314K Hold
1,395
– – 0.25% 16
2022
Q4 		$331K Hold
1,395
– – 0.28% 17
2022
Q3 		$285K Hold
1,395
– – 0.28% 15
2022
Q2 		$312K Hold
1,395
– – 0.29% 15
2022
Q1 		$348K Hold
1,395
– – 0.27% 17
2021
Q4 		$491K Buy
+1,395
New +$451K 0.38% 8

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Leverty Financial Group's SHW Position: Q2 2026 in Review

Leverty Financial Group held its Sherwin-Williams (SHW) position steady in Q2 2026 at 1,184 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #30.

Leverty Financial Group first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $491K in Q4 2021. 243 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Leverty Financial Group held 1,184 shares of Sherwin-Williams worth $408K as of Q2 2026.
  • Leverty Financial Group left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 0.08% of Leverty Financial Group's portfolio in Q2 2026, its #30 holding.
  • Leverty Financial Group first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's Sherwin-Williams position peaked at $491K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.