Mount Yale Investment Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.9M | Buy |
9,060
+4,470
| +97% | +$1.54M | 0.07% | 294 |
|
|
2025
Q4 | $1.49M | Buy |
4,590
+2,485
| +118% | +$831K | 0.07% | 241 |
|
|
2025
Q3 | $729K | Sell |
2,105
-314
| -13% | -$111K | 0.05% | 342 |
|
|
2025
Q2 | $831K | Buy |
2,419
+23
| +1% | +$7.97K | 0.06% | 246 |
|
|
2025
Q1 | $837K | Sell |
2,396
-3,209
| -57% | -$1.13M | 0.07% | 226 |
|
|
2024
Q4 | $1.91M | Sell |
5,605
-5,011
| -47% | -$1.87M | 0.15% | 124 |
|
|
2024
Q3 | $4.05M | Sell |
10,616
-25,570
| -71% | -$8.92M | 0.39% | 61 |
|
|
2024
Q2 | $10.8M | Buy |
36,186
+24
| +0.1% | +$7.42K | 0.86% | 15 |
|
|
2024
Q1 | $12.6M | Sell |
36,162
-5,349
| -13% | -$1.7M | 0.96% | 11 |
|
|
2023
Q4 | $12.9M | Sell |
41,511
-66
| -0.2% | -$17.7K | 1.23% | 6 |
|
|
2023
Q3 | $10.6M | Sell |
41,577
-382
| -0.9% | -$102K | 1.15% | 6 |
|
|
2023
Q2 | $11.1M | Sell |
41,959
-1,797
| -4% | -$423K | 1.18% | 6 |
|
|
2023
Q1 | $9.84M | Sell |
43,756
-626
| -1% | -$143K | 1.1% | 6 |
|
|
2022
Q4 | $10.5M | Buy |
44,382
+84
| +0.2% | +$19.4K | 1.2% | 5 |
|
|
2022
Q3 | $9.07M | Buy |
44,298
+8
| +0% | +$1.9K | 1.2% | 7 |
|
|
2022
Q2 | $9.92M | Sell |
44,290
-138
| -0.3% | -$35.4K | 1.25% | 5 |
|
|
2022
Q1 | $11.1M | Sell |
44,428
-109
| -0.2% | -$30.1K | 1.21% | 6 |
|
|
2021
Q4 | $15.7M | Sell |
44,537
-423
| -0.9% | -$137K | 1.63% | 4 |
|
|
2021
Q3 | $12.6M | Sell |
44,960
-319
| -0.7% | -$93.4K | 1.45% | 4 |
|
|
2021
Q2 | $12.3M | Sell |
45,279
-1,803
| -4% | -$494K | 1.49% | 4 |
|
|
2021
Q1 | $11.6M | Sell |
47,082
-2,112
| -4% | -$503K | 1.51% | 4 |
|
|
2020
Q4 | $12.1M | Hold |
49,194
| – | – | 1.69% | 4 |
|
|
2020
Q3 | $11.4M | Buy |
49,194
+5,577
| +13% | +$1.22M | 1.63% | 5 |
|
|
2020
Q2 | $8.4M | Buy |
43,617
+900
| +2% | +$162K | 1.5% | 5 |
|
|
2020
Q1 | $6.54M | Buy |
42,717
+39
| +0.1% | +$7.04K | 1.48% | 11 |
|
|
2019
Q4 | $7.92M | Sell |
42,678
-9,708
| -19% | -$1.85M | 1.38% | 11 |
|
|
2019
Q3 | $10.3M | Sell |
52,386
-6,828
| -12% | -$1.16M | 1.83% | 6 |
|
|
2019
Q2 | $10.1M | Buy |
59,214
+129
| +0.2% | +$19.3K | 1.87% | 6 |
|
|
2019
Q1 | $8.48M | Buy |
59,085
+15
| +0% | +$2.09K | 1.59% | 10 |
|
|
2018
Q4 | $8.34M | Sell |
59,070
-1,281
| -2% | -$173K | 1.69% | 6 |
|
|
2018
Q3 | $8.34M | Sell |
60,351
-8,085
| -12% | -$1.2M | 1.46% | 9 |
|
|
2018
Q2 | $9.3M | Buy |
68,436
+6,222
| +10% | +$805K | 1.76% | 4 |
|
|
2018
Q1 | $8.13M | Buy |
+62,214
| New | +$8.48M | 1.74% | 3 |
|
Other funds holding SHW
VCM
VPM
Mount Yale Investment Advisors's SHW Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Sherwin-Williams (SHW) stake by 97% in Q1 2026, buying an estimated $1.54M and bringing the position to 9,060 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #294.
Mount Yale Investment Advisors first reported a position in SHW in Q1 2018 and has held it in 33 quarters since. The position peaked at $15.7M in Q4 2021. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.
- Mount Yale Investment Advisors held 9,060 shares of Sherwin-Williams worth $2.9M as of Q1 2026.
- Mount Yale Investment Advisors bought 4,470 Sherwin-Williams shares in Q1 2026, an estimated $1.54M.
- Sherwin-Williams made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #294 holding.
- Mount Yale Investment Advisors first reported a position in Sherwin-Williams in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Sherwin-Williams position peaked at $15.7M in Q4 2021.
- 1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.