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	–	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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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.