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Skye Global Management’s Sherwin-Williams SHW Stock Holding History

Skye Global Management’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
Q1 		$54.5M Buy
170,000
+7,500
+5% +$2.58M 1.09% 16
2025
Q4 		$52.7M Hold
162,500
– – 0.97% 19
2025
Q3 		$56.3M Hold
162,500
– – 1.13% 14
2025
Q2 		$55.8M Buy
162,500
+56,500
+53% +$19.6M 0.97% 19
2025
Q1 		$37M Buy
106,000
+25,500
+32% +$8.95M 0.98% 18
2024
Q4 		$27.4M Buy
80,500
+78,400
+3,733% +$29.3M 0.57% 26
2024
Q3 		$802K Buy
+2,100
New +$733K 0.02% 34
2024
Q2 		– Sell
-16,800
Closed -$5.84M – 41
2024
Q1 		$5.84M Buy
+16,800
New +$5.35M 0.14% 24

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Skye Global Management's SHW Position: Q1 2026 in Review

Skye Global Management increased its Sherwin-Williams (SHW) stake by 4.6% in Q1 2026, buying an estimated $2.58M and bringing the position to 170,000 shares worth $54.5M. The position accounts for 1.09% of the portfolio, ranked #16.

Skye Global Management first reported a position in SHW in Q1 2024 and has held it in 8 quarters since. The position peaked at $56.3M in Q3 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Skye Global Management held 170,000 shares of Sherwin-Williams worth $54.5M as of Q1 2026.
  • Skye Global Management bought 7,500 Sherwin-Williams shares in Q1 2026, an estimated $2.58M.
  • Sherwin-Williams made up 1.09% of Skye Global Management's portfolio in Q1 2026, its #16 holding.
  • Skye Global Management first reported a position in Sherwin-Williams in Q1 2024 and has held it in 8 quarters since.
  • Skye Global Management's Sherwin-Williams position peaked at $56.3M in Q3 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.