Mount Yale Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Mount Yale Investment 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
2019 Q3	–	Sell	-66,600	Closed	-$13K	–	333
2019 Q2	$13K	Buy	66,600 +300	+0.5%	+$44.8K	﹤0.01%	307
2019 Q1	$77K	Buy	+66,300	New	+$9.23M	0.01%	298
2018 Q3	–	Sell	-103,200	Closed	-$51K	–	997
2018 Q2	$51K	Hold	103,200	–	–	0.01%	621
2018 Q1	$254K	Buy	+103,200	New	+$14.1M	0.05%	264

Other funds holding SHW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.