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LRI Investments’s Sherwin-Williams SHW Stock Holding History

LRI Investments’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 		$330K Buy
959
+9
+0.9% +$2.88K 0.03% 241
2026
Q1 		$305K Buy
950
+24
+3% +$8.26K 0.03% 227
2025
Q4 		$300K Hold
926
– – 0.02% 233
2025
Q3 		$321K Sell
926
-74
-7% -$26.1K 0.03% 230
2025
Q2 		$343K Buy
1,000
+28
+3% +$9.7K 0.03% 215
2025
Q1 		$339K Hold
972
– – 0.03% 205
2024
Q4 		$330K Sell
972
-290
-23% -$108K 0.03% 192
2024
Q3 		$490K Hold
1,262
– – 0.05% 151
2024
Q2 		$377K Buy
1,262
+375
+42% +$116K 0.04% 140
2024
Q1 		$308K Buy
+887
New +$283K 0.08% 107

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's SHW Position: Q2 2026 in Review

LRI Investments increased its Sherwin-Williams (SHW) stake by 0.95% in Q2 2026, buying an estimated $2.88K and bringing the position to 959 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #241.

LRI Investments first reported a position in SHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $490K in Q3 2024. 725 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • LRI Investments held 959 shares of Sherwin-Williams worth $330K as of Q2 2026.
  • LRI Investments bought 9 Sherwin-Williams shares in Q2 2026, an estimated $2.88K.
  • Sherwin-Williams made up 0.03% of LRI Investments's portfolio in Q2 2026, its #241 holding.
  • LRI Investments first reported a position in Sherwin-Williams in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Sherwin-Williams position peaked at $490K in Q3 2024.
  • 725 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.