LPL Financial
SHW icon

LPL Financial’s Sherwin-Williams SHW Stock Holding History

LPL Financial’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
Q1 		– Sell
-1,000
Closed -$340K – 5497
2024
Q4 		$340K Buy
+1,000
New +$373K ﹤0.01% 4409

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LPL Financial's SHW Position: Q1 2026 in Review

LPL Financial reduced its Sherwin-Williams (SHW) stake by 1.1% in Q1 2026, selling an estimated $975K and leaving 251,099 shares worth $80.5M. The position accounts for 0.02% of the portfolio, ranked #690.

LPL Financial first reported a position in SHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $86.4M in Q3 2025. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • LPL Financial held 251,099 shares of Sherwin-Williams worth $80.5M as of Q1 2026.
  • LPL Financial sold 2,833 Sherwin-Williams shares in Q1 2026, an estimated $975K.
  • Sherwin-Williams made up 0.02% of LPL Financial's portfolio in Q1 2026, its #690 holding.
  • LPL Financial first reported a position in Sherwin-Williams in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Sherwin-Williams position peaked at $86.4M in Q3 2025.
  • 1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.