Obermeyer Wealth Partners SHW — SHERWIN WILLIAMS CO

Ownership history in Obermeyer Wealth Partners  ·  7 quarters on record

AI Ownership Summary

Obermeyer Wealth Partners reported SHERWIN WILLIAMS CO (SHW) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.38% in 2025 Q1. The latest visible filing shows SHW at 1.02% 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.

What this SHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Obermeyer Wealth Partners'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 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

SHW stock page Obermeyer Wealth Partners fund profile Obermeyer Wealth Partners full holdings
How Obermeyer Wealth Partners 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 69,223 +8,956 +14.9% 1.02% $22.2M 2026-04-21 $334.61
2025 Q4 REDUCED 16.9% -0.9% ✅ 60,267 -12,300 -16.9% 0.89% $19.5M 2026-01-29 $353.80
2025 Q3 REDUCED — — — 72,567 -1,307 -1.8% 1.18% $25.1M 2025-10-27 $334.56
2025 Q2 ADDED — — — 73,874 +13 +0.0% 1.26% $25.4M 2025-08-05 $349.74
2025 Q1 REDUCED — — — 73,861 -3,698 -4.8% 1.38% $25.8M 2025-05-06 $349.40
2024 Q4 ADDED — — — 77,559 +72,244 +1359.2% 1.37% $26.4M 2025-02-14 $352.93
2024 Q3 INITIATED — — — 5,315 — — 0.11% $2.0M 2024-11-05 $373.36

🏢 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% SAYBROOK CAPITAL /NC 3Y 7Y 4.88% Mosaic Advisors LLC 3Y 4.87% Clio Asset Management LLC 4.62% Western Reserve Capital Management, LLC 3.96% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 3.96% S.E.E.D. Planning Group LLC 3Y 3.82% Raub Brock Capital Management LP 3Y 7Y 3.79%

FAQ About Obermeyer Wealth Partners and SHW

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

How long has Obermeyer Wealth Partners reported owning SHW?

Obermeyer Wealth Partners reported SHW across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SHW position in Obermeyer Wealth Partners's portfolio?

The largest reported portfolio weight for SHW was 1.38% in 2025 Q1.

What is the latest reported SHW position on this page?

The most recent filing on this page is 2026 Q1, when Obermeyer Wealth Partners reported 69,223 shares, equal to 1.02% of portfolio, with an estimated market value of $22.2M.

What does the chart on this SHW ownership page compare?

The chart compares Obermeyer Wealth Partners'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 Obermeyer Wealth Partners time their SHW position?

Based on 13F filing dates vs. subsequent SHW price moves, Obermeyer Wealth Partners correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on SHW relative to SPY over the holding period was -20.1%.

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