SHW SHERWIN WILLIAMS CO

Ownership history in Brendel Financial Advisors LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Brendel Financial Advisors LLC reported a position in SHERWIN WILLIAMS CO (SHW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.39% (2024 Q3)
Avg. % of fund
7.1%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,345 -124 -0.4% 5.31% $10.8M $323.32
2025 Q3 REDUCED 33,469 -83 -0.2% 5.95% $11.6M $344.69
2025 Q2 REDUCED 33,552 -9,001 -21.2% 6.45% $11.5M $341.07
2025 Q1 ADDED 42,553 +20 +0.0% 9.03% $14.9M $346.10
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHW price (monthly, adj. close)
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