LWA
SHW icon

Lineweaver Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Lineweaver Wealth 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 		$291K Hold
844
– – 0.03% 157
2026
Q1 		$270K Sell
844
-6
-0.7% -$2.06K 0.04% 154
2025
Q4 		$275K Buy
850
+7
+0.8% +$2.34K 0.04% 162
2025
Q3 		$292K Hold
843
– – 0.04% 147
2025
Q2 		$289K Sell
843
-19
-2% -$6.58K 0.05% 139
2025
Q1 		$301K Buy
+862
New +$303K 0.05% 124
2022
Q4 		– Sell
-1,618
Closed -$331K – 135
2022
Q3 		$331K Sell
1,618
-30
-2% -$7.11K 0.11% 100
2022
Q2 		$369K Sell
1,648
-41
-2% -$10.5K 0.12% 96
2022
Q1 		$421K Buy
1,689
+452
+37% +$125K 0.12% 100
2021
Q4 		$435K Buy
1,237
+33
+3% +$10.7K 0.13% 91
2021
Q3 		$336K Buy
1,204
+23
+2% +$6.73K 0.1% 103
2021
Q2 		$321K Sell
1,181
-34
-3% -$9.31K 0.11% 95
2021
Q1 		$299K Buy
1,215
+48
+4% +$11.4K 0.11% 90
2020
Q4 		$286K Buy
1,167
+240
+26% +$56.9K 0.11% 80
2020
Q3 		$215K Buy
+927
New +$202K 0.1% 84

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

Lineweaver Wealth Advisors's SHW Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Sherwin-Williams (SHW) position steady in Q2 2026 at 844 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #157.

Lineweaver Wealth Advisors first reported a position in SHW in Q3 2020 and has held it in 15 quarters since. The position peaked at $435K in Q4 2021. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Lineweaver Wealth Advisors held 844 shares of Sherwin-Williams worth $291K as of Q2 2026.
  • Lineweaver Wealth Advisors left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Lineweaver Wealth Advisors first reported a position in Sherwin-Williams in Q3 2020 and has held it in 15 quarters since.
  • Lineweaver Wealth Advisors's Sherwin-Williams position peaked at $435K in Q4 2021.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.