Lido Advisors
SHW icon

Lido Advisors’s Sherwin-Williams SHW Stock Holding History

Lido 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
Q3 		$14.5M Buy
44,736
+1,557
+4% +$526K 0.04% 300
2026
Q2 		$14.9M Sell
43,179
-1,401
-3% -$448K 0.04% 282
2026
Q1 		$14.3M Buy
44,580
+4,475
+11% +$1.54M 0.04% 257
2025
Q4 		$13.8M Sell
40,105
-303
-0.7% -$101K 0.04% 272
2025
Q3 		$14M Buy
40,408
+1,295
+3% +$457K 0.04% 250
2025
Q2 		$13.4M Buy
39,113
+1,610
+4% +$558K 0.05% 212
2025
Q1 		$13.1M Buy
37,503
+9,943
+36% +$3.49M 0.06% 204
2024
Q4 		$9.37M Buy
27,560
+2,424
+10% +$905K 0.04% 227
2024
Q3 		$9.6M Buy
25,136
+5,641
+29% +$1.97M 0.05% 208
2024
Q2 		$5.82M Buy
19,495
+1,178
+6% +$364K 0.03% 267
2024
Q1 		$6.36M Sell
18,317
-1,105
-6% -$352K 0.04% 246
2023
Q4 		$6.06M Buy
19,422
+2,349
+14% +$632K 0.04% 237
2023
Q3 		$4.35M Buy
17,073
+3,021
+21% +$809K 0.03% 265
2023
Q2 		$3.73M Sell
14,052
-9,439
-40% -$2.22M 0.03% 265
2023
Q1 		$5.28M Buy
23,491
+4,292
+22% +$982K 0.05% 195
2022
Q4 		$4.56M Buy
19,199
+1,603
+9% +$371K 0.06% 178
2022
Q3 		$3.6M Buy
17,596
+5,307
+43% +$1.26M 0.05% 183
2022
Q2 		$2.75M Buy
12,289
+2,552
+26% +$655K 0.04% 192
2022
Q1 		$2.43M Buy
9,737
+732
+8% +$202K 0.03% 238
2021
Q4 		$3.17M Sell
9,005
-755
-8% -$244K 0.03% 204
2021
Q3 		$2.73M Buy
9,760
+27
+0.3% +$7.9K 0.04% 225
2021
Q2 		$2.65M Buy
9,733
+214
+2% +$58.6K 0.04% 222
2021
Q1 		$2.34M Buy
9,519
+2,037
+27% +$485K 0.04% 205
2020
Q4 		$1.83M Buy
7,482
+987
+15% +$234K 0.04% 223
2020
Q3 		$1.51M Sell
6,495
-2,424
-27% -$529K 0.04% 196
2020
Q2 		$1.72M Buy
8,919
+5,244
+143% +$945K 0.05% 172
2020
Q1 		$563K Buy
3,675
+2,559
+229% +$462K 0.02% 305
2019
Q4 		$217K Buy
+1,116
New +$213K 0.01% 602
2019
Q1 		– Sell
-2,304
Closed -$302K – 545
2018
Q4 		$302K Buy
+2,304
New +$311K 0.03% 311

Other funds holding SHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lido Advisors's SHW Position: Q3 2026 in Review

Lido Advisors increased its Sherwin-Williams (SHW) stake by 3.6% in Q3 2026, buying an estimated $526K and bringing the position to 44,736 shares worth $14.5M. The position accounts for 0.04% of the portfolio, ranked #300.

Lido Advisors first reported a position in SHW in Q4 2018 and has held it in 29 quarters since. The position peaked at $14.9M in Q2 2026. 982 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Lido Advisors held 44,736 shares of Sherwin-Williams worth $14.5M as of Q3 2026.
  • Lido Advisors bought 1,557 Sherwin-Williams shares in Q3 2026, an estimated $526K.
  • Sherwin-Williams made up 0.04% of Lido Advisors's portfolio in Q3 2026, its #300 holding.
  • Lido Advisors first reported a position in Sherwin-Williams in Q4 2018 and has held it in 29 quarters since.
  • Lido Advisors's Sherwin-Williams position peaked at $14.9M in Q2 2026.
  • 982 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.