Junto Capital Management LP SHW SHERWIN WILLIAMS CO

Ownership history in Junto Capital Management LP  ·  3 quarters on record

AI Ownership Summary

Junto Capital Management LP reported SHERWIN WILLIAMS CO (SHW) in 3 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.48% in 2026 Q1. The latest visible filing shows SHW at 1.48% 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 Junto Capital Management LP'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
2026 Q1

SHW was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Junto Capital Management LP 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 219,259 +113,041 +106.4% 1.48% $70.3M 2026-05-15 $300.10
2024 Q1 REDUCED 106,218 -3,520 -3.2% 0.82% $36.9M 2024-05-15 $310.98
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Junto Capital Management LP and SHW

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

How long has Junto Capital Management LP reported owning SHW?

Junto Capital Management LP reported SHW across 2 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SHW position in Junto Capital Management LP's portfolio?

The largest reported portfolio weight for SHW was 1.48% in 2026 Q1.

What is the latest reported SHW position on this page?

The most recent filing on this page is 2026 Q1, when Junto Capital Management LP reported 219,259 shares, equal to 1.48% of portfolio, with an estimated market value of $70.3M.

What does the chart on this SHW ownership page compare?

The chart compares Junto Capital Management LP'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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