My Legacy Advisors’s Sherwin-Williams SHW Stock Holding History

My Legacy 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
2025 Q2	$295K	Sell	839 -28	-3%	-$9.7K	0.11%	175
2025 Q1	$303K	Sell	867 -11	-1%	-$3.86K	0.12%	172
2024 Q4	$305K	Hold	878	–	–	0.12%	170
2024 Q3	$335K	Sell	878 -371	-30%	-$129K	0.13%	164
2024 Q2	$373K	Sell	1,249 -52	-4%	-$16.1K	0.12%	174
2024 Q1	$452K	Sell	1,301 -13	-1%	-$4.14K	0.15%	160
2023 Q4	$391K	Buy	1,314 +300	+30%	+$80.7K	0.14%	167
2023 Q3	$242K	Buy	1,014 +212	+26%	+$56.8K	0.1%	186
2023 Q2	$214K	Buy	+802	New	+$189K	0.08%	205
2023 Q1	–	Sell	-3,833	Closed	-$927K	–	211
2022 Q4	$927K	Buy	3,833 +364	+10%	+$84.2K	0.4%	87
2022 Q3	$700K	Sell	3,469 -237	-6%	-$56.1K	0.35%	102
2022 Q2	$897K	Sell	3,706 -109	-3%	-$28K	0.45%	71
2022 Q1	$952K	Buy	+3,815	New	+$1.05M	0.44%	69

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

My Legacy Advisors's SHW Position: Q2 2025 in Review

My Legacy Advisors reduced its Sherwin-Williams (SHW) stake by 3.2% in Q2 2025, selling an estimated $9.7K and leaving 839 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #175.

My Legacy Advisors first reported a position in SHW in Q1 2022 and has held it in 13 quarters since. The position peaked at $952K in Q1 2022. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

My Legacy Advisors held 839 shares of Sherwin-Williams worth $295K as of Q2 2025.
My Legacy Advisors sold 28 Sherwin-Williams shares in Q2 2025, an estimated $9.7K.
Sherwin-Williams made up 0.11% of My Legacy Advisors's portfolio in Q2 2025, its #175 holding.
My Legacy Advisors first reported a position in Sherwin-Williams in Q1 2022 and has held it in 13 quarters since.
My Legacy Advisors's Sherwin-Williams position peaked at $952K in Q1 2022.
1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.