LWM
SHW icon

Liberty Wealth Management’s Sherwin-Williams SHW Stock Holding History

Liberty Wealth 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 		$317K Hold
990
– – 0.04% 200
2026
Q1 		$317K Buy
990
+4
+0.4% +$1.38K 0.04% 200
2025
Q4 		$319K Sell
986
-1
-0.1% -$335 0.04% 179
2025
Q3 		$342K Sell
987
-26
-3% -$9.17K 0.05% 167
2025
Q2 		$348K Buy
1,013
+5
+0.5% +$1.73K 0.05% 157
2025
Q1 		$352K Buy
1,008
+2
+0.2% +$702 0.07% 108
2024
Q4 		$342K Sell
1,006
-61
-6% -$22.8K 0.06% 153
2024
Q3 		$407K Sell
1,067
-45
-4% -$15.7K 0.07% 131
2024
Q2 		$332K Buy
+1,112
New +$344K 0.06% 144
2021
Q4 		– Sell
-646
Closed -$195K – 938
2021
Q3 		$195K Buy
646
+323
+100% +$94.5K 0.07% 170
2021
Q2 		$88K Buy
323
+8
+3% +$2.19K 0.03% 227
2021
Q1 		$73K Hold
315
– – 0.04% 222
2020
Q4 		$73K Hold
315
– – 0.04% 220
2020
Q3 		$73K Sell
315
-156
-33% -$34.1K 0.04% 188
2020
Q2 		$91K Hold
471
– – 0.06% 157
2020
Q1 		$72K Sell
471
-27
-5% -$4.87K 0.06% 178
2019
Q4 		$97K Buy
498
+3
+0.6% +$572 0.08% 162
2019
Q3 		$91K Buy
495
+15
+3% +$2.55K 0.09% 161
2019
Q2 		$74K Hold
480
– – 0.06% 201
2019
Q1 		$69K Buy
480
+3
+0.6% +$417 0.05% 175
2018
Q4 		$62K Buy
+477
New +$64.4K 0.05% 171

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

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

Liberty Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 990 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #200.

Liberty Wealth Management first reported a position in SHW in Q4 2018 and has held it in 21 quarters since. The position peaked at $407K in Q3 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Liberty Wealth Management held 990 shares of Sherwin-Williams worth $317K as of Q2 2026.
  • Liberty Wealth Management left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Liberty Wealth Management first reported a position in Sherwin-Williams in Q4 2018 and has held it in 21 quarters since.
  • Liberty Wealth Management's Sherwin-Williams position peaked at $407K in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.