Oliver Lagore Vanvalin Investment Group’s Sherwin-Williams SHW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$639K	Buy	+1,830	New	+$634K	0.25%	84
2024 Q4	$621K	Buy	1,826 +3	+0.2%	+$1.12K	0.16%	83
2024 Q3	$696K	Buy	1,823 +304	+20%	+$106K	0.19%	80
2024 Q2	$453K	Buy	1,519 +3	+0.2%	+$928	0.13%	84
2024 Q1	$526K	Sell	1,516 -496	-25%	-$158K	0.15%	88
2023 Q4	$628K	Sell	2,012 -145	-7%	-$39K	0.23%	72
2023 Q3	$550K	Buy	2,157 +803	+59%	+$215K	0.22%	79
2023 Q2	$359K	Buy	1,354 +953	+238%	+$224K	0.13%	105
2023 Q1	$90.1K	Sell	401 -1,402	-78%	-$321K	0.04%	136
2022 Q4	$428K	Sell	1,803 -1,873	-51%	-$433K	0.24%	52
2022 Q3	$753K	Buy	3,676 +46	+1%	+$10.9K	0.49%	32
2022 Q2	$813K	Buy	3,630 +1,869	+106%	+$480K	0.47%	34
2022 Q1	$439K	Buy	+1,761	New	+$486K	0.29%	63

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

Oliver Lagore Vanvalin Investment Group's SHW Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Sherwin-Williams (SHW) in Q2 2025: 1,830 shares worth $639K. The stake represents 0.25% of the portfolio and ranks #84 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SHW as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SHW in Q1 2022 and has held it in 13 quarters since. The position peaked at $813K in Q2 2022. 1,647 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,830 shares of Sherwin-Williams worth $639K as of Q2 2025.
Sherwin-Williams was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Sherwin-Williams made up 0.25% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #84 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Sherwin-Williams in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Sherwin-Williams position peaked at $813K in Q2 2022.
1,647 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.