LVW Advisors
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LVW Advisors’s Sherwin-Williams SHW Stock Holding History

LVW 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
2026
Q3 		$313K Buy
969
+175
+22% +$59.1K 0.03% 355
2026
Q2 		$273K Buy
794
+30
+4% +$9.6K 0.02% 372
2026
Q1 		$245K Buy
+764
New +$263K 0.02% 372
2025
Q4 		– Sell
-601
Closed -$208K – 362
2025
Q3 		$208K Buy
+601
New +$212K 0.02% 333

Other funds holding SHW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

LVW Advisors's SHW Position: Q3 2026 in Review

LVW Advisors increased its Sherwin-Williams (SHW) stake by 22% in Q3 2026, buying an estimated $59.1K and bringing the position to 969 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #355.

LVW Advisors first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • LVW Advisors held 969 shares of Sherwin-Williams worth $313K as of Q3 2026.
  • LVW Advisors bought 175 Sherwin-Williams shares in Q3 2026, an estimated $59.1K.
  • Sherwin-Williams made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #355 holding.
  • LVW Advisors first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.