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Waverly Advisors, LLC

Position in SHW — Sherwin Williams Co

CIK 1568787 BIRMINGHAM, AL

Position in SHW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,600,055
+$78,725 QoQ
Shares Held
4,647
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#747
of 1,733 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHW Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Waverly Advisors, LLC holds $58,569,243 across 13 Specialty Chemicals names. SHW ranks #5 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SHW
Sherwin Williams Co
This page
4,647 $1,600,055

All Filings in SHW

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,600,055 4,647
2026-03-31 $1,521,330 4,746
2025-12-31 $1,412,122 4,358
2025-09-30 $826,522 2,387
2025-06-30 $814,793 2,373
2025-03-31 $765,075 2,191
2024-12-31 $936,167 2,754
2024-09-30 $469,072 1,229
2024-06-30 $1,387,699 4,650
2024-03-31 $342,814 987