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 Q2	$3.44M	Buy	+10,000	New	+$3.19M	0.01%	607
2026 Q1	–	Sell	-13,100	Closed	-$4.24M	–	2115
2025 Q4	$4.24M	Hold	13,100	–	–	0.01%	507
2025 Q3	$4.54M	Hold	13,100	–	–	0.01%	466
2025 Q2	$4.5M	Buy	13,100 +5,300	+68%	+$1.84M	0.02%	396
2025 Q1	$2.72M	Hold	7,800	–	–	0.01%	473
2024 Q4	$2.65M	Buy	7,800 +2,500	+47%	+$933K	0.01%	454
2024 Q3	$2.02M	Hold	5,300	–	–	0.01%	461
2024 Q2	$1.58M	Buy	5,300 +1,300	+33%	+$402K	0.01%	509
2024 Q1	$1.39M	Sell	4,000 -700	-15%	-$223K	0.01%	539
2023 Q4	$1.47M	Hold	4,700	–	–	0.01%	497
2023 Q3	$1.2M	Buy	4,700 +4,000	+571%	+$1.07M	0.01%	490
2023 Q2	$186K	Hold	700	–	–	﹤0.01%	1107
2023 Q1	$157K	Hold	700	–	–	﹤0.01%	1037
2022 Q4	$166K	Buy	+700	New	+$162K	﹤0.01%	922

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lido Advisors's SHW Position: Q2 2026 in Review

Lido Advisors reduced its Sherwin-Williams (SHW) stake by 3.1% in Q2 2026, selling an estimated $448K and leaving 43,179 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #282.

Lido Advisors first reported a position in SHW in Q4 2018 and has held it in 28 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Lido Advisors held 43,179 shares of Sherwin-Williams worth $14.9M as of Q2 2026.
Lido Advisors sold 1,401 Sherwin-Williams shares in Q2 2026, an estimated $448K.
Sherwin-Williams made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #282 holding.
Lido Advisors first reported a position in Sherwin-Williams in Q4 2018 and has held it in 28 quarters since.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.