Lloyd Advisory Services’s Sherwin-Williams SHW Stock Holding History

Lloyd Advisory Services’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	$28.7K	Buy	+83	New	+$26.5K	0.01%	283
2026 Q1	–	Sell	-83	Closed	-$26.9K	–	1016
2025 Q4	$26.9K	Buy	+83	New	+$27.8K	0.01%	301
2022 Q2	–	Sell	-164	Closed	-$41K	–	469
2022 Q1	$41K	Buy	164 +84	+105%	+$23.2K	0.02%	253
2021 Q4	$28K	Hold	80	–	–	0.01%	265
2021 Q3	$22K	Buy	80 +34	+74%	+$9.95K	0.01%	240
2021 Q2	$12K	Buy	46 +1	+2%	+$274	0.01%	267
2021 Q1	$11K	Hold	45	–	–	0.01%	237
2020 Q4	$11K	Hold	45	–	–	0.01%	199
2020 Q3	$11K	Hold	45	–	–	0.01%	182
2020 Q2	$9K	Hold	45	–	–	0.01%	186
2020 Q1	$7K	Hold	45	–	–	0.01%	169
2019 Q4	$9K	Buy	+45	New	+$8.58K	0.01%	221

Other funds holding SHW

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lloyd Advisory Services's SHW Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Sherwin-Williams (SHW) in Q2 2026: 83 shares worth $28.7K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SHW as recently as Q4 2025.

Lloyd Advisory Services first reported a position in SHW in Q4 2019 and has held it in 12 quarters since. The position peaked at $41K in Q1 2022. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Lloyd Advisory Services held 83 shares of Sherwin-Williams worth $28.7K as of Q2 2026.
Sherwin-Williams was a new Lloyd Advisory Services position in Q2 2026.
Sherwin-Williams made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #283 holding.
Lloyd Advisory Services first reported a position in Sherwin-Williams in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's Sherwin-Williams position peaked at $41K in Q1 2022.
1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.