SHW — SHERWIN WILLIAMS CO

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
0.09% (2024 Q1)
Avg. % of fund
0.05%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 646 -688 -51.6% 0.01% $224K $344.69
2025 Q2 REDUCED 1,334 -9,781 -88.0% 0.02% $458K $341.07
2024 Q2 ADDED 11,115 +73 +0.7% 0.07% $3.3M $294.01
2024 Q1 INITIATED 11,042 — — 0.09% $3.8M —
% of Fund (quarterly)    SHW price (monthly, adj. close)

Other funds also holding SHW

As of 2025 Q4 — sorted by position size

CHARTIST INC /CA/ 3Y 7Y 40.22% Spear Holdings RSC Ltd 16.27% PBCay One RSC Ltd 16.27% CHILTON INVESTMENT CO INC. 3Y 7Y 6.98% Obion Capital Management LP 6.73% Milestone Resources Group Ltd 3Y 7Y 6.28% XN LP 3Y 5.99% GFI Investment Counsel Ltd. 3Y 7Y 5.61% Lakeridge Wealth Management LLC 5.38% Brendel Financial Advisors LLC 3Y 7Y 5.31%
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