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Lion Street Advisors’s Sherwin-Williams SHW Stock Holding History

Lion Street 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
2025
Q3 		$251K Sell
794
-345
-30% -$122K 0.09% 182
2025
Q2 		$391K Buy
1,139
+227
+25% +$78.6K 0.12% 179
2025
Q1 		$319K Buy
912
+4
+0.4% +$1.4K 0.1% 196
2024
Q4 		$308K Sell
908
-24
-3% -$8.96K 0.1% 197
2024
Q3 		$356K Buy
932
+10
+1% +$3.49K 0.12% 177
2024
Q2 		$275K Buy
922
+2
+0.2% +$619 0.1% 202
2024
Q1 		$287K Hold
920
– – 0.12% 183
2023
Q4 		$287K Buy
920
+4
+0.4% +$1.08K 0.12% 183
2023
Q3 		$234K Buy
916
+74
+9% +$19.8K 0.08% 219
2023
Q2 		$267K Buy
+842
New +$198K 0.09% 186
2023
Q1 		– Sell
-775
Closed -$245K – 264
2022
Q4 		$245K Buy
+775
New +$179K 0.13% 128
2022
Q3 		– Sell
-775
Closed -$245K – 165
2022
Q2 		$245K Buy
+775
New +$199K 0.13% 131
2022
Q1 		– Sell
-776
Closed -$273K – 158
2021
Q4 		$273K Buy
776
+1
+0.1% +$323 0.13% 122
2021
Q3 		$217K Buy
+775
New +$227K 0.12% 139
2020
Q2 		– Sell
-45
Closed -$7K – 341
2020
Q1 		$7K Buy
+45
New +$8.12K 0.04% 208

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lion Street Advisors's SHW Position: Q3 2025 in Review

Lion Street Advisors reduced its Sherwin-Williams (SHW) stake by 30% in Q3 2025, selling an estimated $122K and leaving 794 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #182.

Lion Street Advisors first reported a position in SHW in Q1 2020 and has held it in 15 quarters since. The position peaked at $391K in Q2 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Lion Street Advisors held 794 shares of Sherwin-Williams worth $251K as of Q3 2025.
  • Lion Street Advisors sold 345 Sherwin-Williams shares in Q3 2025, an estimated $122K.
  • Sherwin-Williams made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #182 holding.
  • Lion Street Advisors first reported a position in Sherwin-Williams in Q1 2020 and has held it in 15 quarters since.
  • Lion Street Advisors's Sherwin-Williams position peaked at $391K in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.