Clearbridge Investments, LLC SHW — SHERWIN WILLIAMS CO COM

Ownership history in Clearbridge Investments, LLC  ·  59 quarters on record

AI Ownership Summary

Clearbridge Investments, LLC reported SHERWIN WILLIAMS CO COM (SHW) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2024 Q3. The latest visible filing shows SHW at 0.62% 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 Clearbridge Investments, LLC's position in SHERWIN WILLIAMS CO COM, 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 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% 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.

SHW stock page Clearbridge Investments, LLC fund profile Clearbridge Investments, LLC full holdings
How Clearbridge Investments, LLC held SHW — position size vs. price
% of Fund (quarterly)    SHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.1% -0.9% ✅ 2,396,919 -238,647 -9.1% 0.62% $776.7M 2026-02-14 (Est.) $368.08
2025 Q3 REDUCED — — — 2,635,566 -43,672 -1.6% 0.69% $912.6M 2025-11-13 $337.30
2025 Q2 ADDED — — — 2,679,238 +231,047 +9.4% 0.75% $919.9M 2025-08-12 $355.70
2025 Q1 ADDED — — — 2,448,191 +19,213 +0.8% 0.75% $854.9M 2025-05-13 $352.89
2024 Q4 REDUCED — — — 2,428,978 -104,179 -4.1% 0.67% $825.7M 2025-02-12 $351.58
2024 Q3 REDUCED 6.7% -11.1% ✅ 2,533,157 -182,374 -6.7% 0.76% $966.8M 2024-11-12 $378.74
2024 Q2 REDUCED — — — 2,715,531 -28,602 -1.0% 0.67% $810.4M 2024-08-14 $346.93
2024 Q1 REDUCED — — — 2,744,133 -35,161 -1.3% 0.76% $953.1M 2024-05-13 $310.49
2023 Q4 ADDED — — — 2,779,294 +116,647 +4.4% 0.75% $866.9M 2024-02-09 $305.74
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHW

As of 2026 Q1 — sorted by position size

Dilation Capital Management LP 7.66% Brendel Financial Advisors LLC 3Y 7Y 5.29% Lakeridge Wealth Management LLC 5.02% Clio Asset Management LLC 4.62% Western Reserve Capital Management, LLC 3.96% S.E.E.D. Planning Group LLC 3Y 3.82% Raub Brock Capital Management LP 3Y 7Y 3.79% PineStone Asset Management Inc. 3Y 3.75% Sitrin Capital Management LLC 3Y 7Y 2.15% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.9%

FAQ About Clearbridge Investments, 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 Clearbridge Investments, LLC reported owning SHW?

Clearbridge Investments, LLC reported SHW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHW position in Clearbridge Investments, LLC's portfolio?

The largest reported portfolio weight for SHW was 0.76% in 2024 Q3.

What is the latest reported SHW position on this page?

The most recent filing on this page is 2025 Q4, when Clearbridge Investments, LLC reported 2,396,919 shares, equal to 0.62% of portfolio, with an estimated market value of $776.7M.

What does the chart on this SHW ownership page compare?

The chart compares Clearbridge Investments, 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.

How well did Clearbridge Investments, LLC time their SHW position?

Based on 13F filing dates vs. subsequent SHW price moves, Clearbridge Investments, LLC correctly timed 23 out of 49 reported position changes (47%). The annualised alpha on SHW relative to SPY over the holding period was +7.7%.

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