Lowe Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Lowe Wealth 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 Q2	–	Sell	-6	Closed	-$2.1K	–	371
2025 Q1	$2.1K	Sell	6 -9	-60%	-$3.16K	﹤0.01%	332
2024 Q4	$5.1K	Buy	+15	New	+$5.6K	﹤0.01%	276

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lowe Wealth Advisors's SHW Position: Q2 2025 in Review

Lowe Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 6 shares — an estimated $2.1K sold.

Lowe Wealth Advisors first reported a position in SHW in Q4 2024 and held it in 2 quarters. The position peaked at $5.1K in Q4 2024. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

Lowe Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
Lowe Wealth Advisors sold 6 Sherwin-Williams shares in Q2 2025, an estimated $2.1K.
Lowe Wealth Advisors first reported a position in Sherwin-Williams in Q4 2024 and held it in 2 quarters.
Lowe Wealth Advisors's Sherwin-Williams position peaked at $5.1K in Q4 2024.
1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Lowe Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.