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Locust Wood Capital Advisers’s Sherwin-Williams SHW Stock Holding History

Locust Wood Capital Advisers’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 		$114M Buy
331,837
+81,200
+32% +$25.9M 2.75% 16
2026
Q1 		$80.3M Sell
250,637
-18,958
-7% -$6.53M 2.03% 23
2025
Q4 		$87.4M Buy
269,595
+131,994
+96% +$44.2M 2.11% 22
2025
Q3 		$47.6M Buy
+137,601
New +$48.5M 1.19% 28

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

Locust Wood Capital Advisers's SHW Position: Q2 2026 in Review

Locust Wood Capital Advisers increased its Sherwin-Williams (SHW) stake by 32% in Q2 2026, buying an estimated $25.9M and bringing the position to 331,837 shares worth $114M. The position accounts for 2.75% of the portfolio, ranked #16.

Locust Wood Capital Advisers first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. 1,732 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Locust Wood Capital Advisers held 331,837 shares of Sherwin-Williams worth $114M as of Q2 2026.
  • Locust Wood Capital Advisers bought 81,200 Sherwin-Williams shares in Q2 2026, an estimated $25.9M.
  • Sherwin-Williams made up 2.75% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #16 holding.
  • Locust Wood Capital Advisers first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.