SHW Sherwin Williams Co

Ownership history in ALTA CAPITAL MANAGEMENT LLC/  ·  41 quarters on record

AI Ownership Summary

ALTA CAPITAL MANAGEMENT LLC/ reported Sherwin Williams Co (SHW) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.31% in 2024 Q3. The latest visible filing shows SHW at 1.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTA CAPITAL MANAGEMENT LLC/'s position in Sherwin Williams Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHW was reported at 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALTA CAPITAL MANAGEMENT LLC/ held SHW — position size vs. price
% of Fund (quarterly)    SHW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 72,743 -15,664 -17.7% 1.57% $23.6M 2026-02-14 (Est.) $368.08
2025 Q3 REDUCED 88,407 -2,617 -2.9% 1.70% $30.6M 2025-11-04 $341.43
2025 Q2 ADDED 91,024 +2,622 +3.0% 1.78% $31.3M 2025-07-28 $333.91
2025 Q1 REDUCED 88,402 -1,158 -1.3% 2.00% $30.9M 2025-04-21 $319.45
2024 Q4 REDUCED 89,560 -12,357 -12.1% 1.81% $30.4M 2025-02-06 $361.20
2024 Q3 ADDED 101,917 +1,327 +1.3% 2.31% $38.9M 2024-11-12 $378.74
2024 Q2 REDUCED 100,590 -6,336 -5.9% 1.89% $30.0M 2024-07-25 $337.66
2024 Q1 REDUCED 106,926 -4,175 -3.8% 2.29% $37.1M 2024-04-25 $299.62
2023 Q4 REDUCED 111,101 -4,398 -3.8% 2.24% $34.7M 2024-01-22 $301.57
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALTA CAPITAL MANAGEMENT LLC/ and SHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTA CAPITAL MANAGEMENT LLC/ reported owning SHW?

ALTA CAPITAL MANAGEMENT LLC/ reported SHW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHW position in ALTA CAPITAL MANAGEMENT LLC/'s portfolio?

The largest reported portfolio weight for SHW was 2.31% in 2024 Q3.

What is the latest reported SHW position on this page?

The most recent filing on this page is 2025 Q4, when ALTA CAPITAL MANAGEMENT LLC/ reported 72,743 shares, equal to 1.57% of portfolio, with an estimated market value of $23.6M.

What does the chart on this SHW ownership page compare?

The chart compares ALTA CAPITAL MANAGEMENT LLC/'s quarterly SHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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