Williamson Legacy Group’s Sherwin-Williams SHW Stock Holding History

Williamson Legacy 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	–	Sell	-917	Closed	-$320K	–	131
2025 Q1	$320K	Buy	+917	New	+$322K	0.3%	90

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

Williamson Legacy Group's SHW Position: Q2 2025 in Review

Williamson Legacy Group sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 917 shares — an estimated $320K sold.

Williamson Legacy Group first reported a position in SHW in Q1 2025 and held it in 1 quarter. The position peaked at $320K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

Williamson Legacy Group reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
Williamson Legacy Group sold 917 Sherwin-Williams shares in Q2 2025, an estimated $320K.
Williamson Legacy Group first reported a position in Sherwin-Williams in Q1 2025 and held it in 1 quarter.
Williamson Legacy Group's Sherwin-Williams position peaked at $320K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.