LWM
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Lodestone Wealth Management’s Sherwin-Williams SHW Stock Holding History

Lodestone Wealth Management’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 		$41.3K Buy
120
+12
+11% +$3.83K 0.01% 325
2026
Q1 		$34.6K Buy
108
+13
+14% +$4.47K 0.01% 335
2025
Q4 		$30.8K Buy
+95
New +$31.8K 0.01% 347

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

Lodestone Wealth Management's SHW Position: Q2 2026 in Review

Lodestone Wealth Management increased its Sherwin-Williams (SHW) stake by 11% in Q2 2026, buying an estimated $3.83K and bringing the position to 120 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #325.

Lodestone Wealth Management first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Lodestone Wealth Management held 120 shares of Sherwin-Williams worth $41.3K as of Q2 2026.
  • Lodestone Wealth Management bought 12 Sherwin-Williams shares in Q2 2026, an estimated $3.83K.
  • Sherwin-Williams made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Lodestone Wealth Management first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.