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 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 $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

Lloyd Advisory Services's SHW Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 83 shares — an estimated $26.9K sold.

Lloyd Advisory Services first reported a position in SHW in Q4 2019 and held it in 11 quarters. The position peaked at $41K in Q1 2022. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Lloyd Advisory Services reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 83 Sherwin-Williams shares in Q1 2026, an estimated $26.9K.
Lloyd Advisory Services first reported a position in Sherwin-Williams in Q4 2019 and held it in 11 quarters.
Lloyd Advisory Services's Sherwin-Williams position peaked at $41K in Q1 2022.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.