LFA
SHW icon

LGT Financial Advisors’s Sherwin-Williams SHW Stock Holding History

LGT Financial Advisors’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 		– Sell
-18
Closed -$5.77K – 252
2026
Q1 		$5.77K Hold
18
– – 0.03% 194
2025
Q4 		$5.83K Hold
18
– – 0.04% 197
2025
Q3 		$6.23K Hold
18
– – 0.01% 283
2025
Q2 		$6.18K Buy
+18
New +$6.24K 0.02% 265
2024
Q3 		– Sell
-61
Closed -$18.2K – 779
2024
Q2 		$18.2K Buy
+61
New +$18.9K 0.04% 322

Other funds holding SHW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LGT Financial Advisors's SHW Position: Q2 2026 in Review

LGT Financial Advisors sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 18 shares — an estimated $5.77K sold.

LGT Financial Advisors first reported a position in SHW in Q2 2024 and held it in 5 quarters. The position peaked at $18.2K in Q2 2024. 938 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • LGT Financial Advisors reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 18 Sherwin-Williams shares in Q2 2026, an estimated $5.77K.
  • LGT Financial Advisors first reported a position in Sherwin-Williams in Q2 2024 and held it in 5 quarters.
  • LGT Financial Advisors's Sherwin-Williams position peaked at $18.2K in Q2 2024.
  • 938 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.