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
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 		$9.59M 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% 310

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lido Advisors's SHW Position: Q1 2026 in Review

Lido Advisors increased its Sherwin-Williams (SHW) stake by 11% in Q1 2026, buying an estimated $1.54M and bringing the position to 44,580 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #257.

Lido Advisors first reported a position in SHW in Q4 2018 and has held it in 27 quarters since. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Lido Advisors held 44,580 shares of Sherwin-Williams worth $14.3M as of Q1 2026.
  • Lido Advisors bought 4,475 Sherwin-Williams shares in Q1 2026, an estimated $1.54M.
  • Sherwin-Williams made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #257 holding.
  • Lido Advisors first reported a position in Sherwin-Williams in Q4 2018 and has held it in 27 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.