SHW SHERWIN-WILLIAMS CORP

Ownership history in LYNCH & ASSOCIATES/IN  ·  11 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported SHERWIN-WILLIAMS CORP (SHW) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows SHW at 0.34% 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 LYNCH & ASSOCIATES/IN's position in SHERWIN-WILLIAMS CORP, 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 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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 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 LYNCH & ASSOCIATES/IN held SHW — position size vs. price
% of Fund (quarterly)    SHW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,724 +35 +0.6% 0.34% $1.8M 2026-04-08 $335.67
2025 Q4 REDUCED 5,689 -207 -3.5% 0.35% $1.8M 2026-01-07 $330.68
2025 Q3 ADDED 5,896 +243 +4.3% 0.39% $2.0M 2025-10-07 $335.47
2025 Q2 ADDED 5,653 +92 +1.7% 0.39% $1.9M 2025-07-15 $336.78
2025 Q1 ADDED 5,561 +118 +2.2% 0.42% $1.9M 2025-04-17 $330.43
2024 Q4 ADDED 5,443 +24 +0.4% 0.40% $1.9M 2025-01-10 $326.52
2024 Q3 ADDED 5,419 +265 +5.1% 0.44% $2.1M 2024-10-15 $383.56
2024 Q2 ADDED 5,154 +480 +10.3% 0.35% $1.5M 2024-08-06 $339.02
2024 Q1 ADDED 4,674 +106 +2.3% 0.37% $1.6M 2024-04-09 $328.85
2023 Q4 ADDED 4,568 +663 +17.0% 0.35% $1.4M 2024-01-08 $293.71
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and SHW

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

How long has LYNCH & ASSOCIATES/IN reported owning SHW?

LYNCH & ASSOCIATES/IN reported SHW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHW position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for SHW was 0.44% in 2024 Q3.

What is the latest reported SHW position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 5,724 shares, equal to 0.34% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SHW ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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