셔윈-윌리엄스 컴퍼니
MX ˙ BMV ˙ US8243481061
SecurityMX:SHW / The Sherwin-Williams Company
InstitutionAries Wealth Management
Latest Disclosed Ownership821 shares
Latest Disclosed Value $ 263,172
Aries Wealth Management ownership in SHW / The Sherwin-Williams Company

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 821 shares of The Sherwin-Williams Company (MX:SHW) valued at $263,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 821 shares of The Sherwin-Williams Company. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SHERWIN WILLIAMS COM 824348106 821 0 0.00 263 -1.13 0.0579
2026-01-30 2025-12-31 13F SHERWIN WILLIAMS COM 824348106 821 0 0.00 266 -6.34 0.0589
2025-11-10 2025-09-30 13F SHERWIN WILLIAMS COM 824348106 821 -6 -0.73 284 0.35 0.0673
2025-07-28 2025-06-30 13F SHERWIN WILLIAMS COM 824348106 827 0 0.00 284 -1.74 0.0742
2025-04-17 2025-03-31 13F SHERWIN WILLIAMS COM 824348106 827 0 0.00 289 2.49 0.0784
2025-01-30 2024-12-31 13F SHERWIN WILLIAMS COM 824348106 827 -105 -11.27 281 -20.85 0.0774
2024-10-31 2024-09-30 13F SHERWIN WILLIAMS COM 824348106 932 0 0.00 356 27.70 0.0978
2024-07-25 2024-06-30 13F SHERWIN WILLIAMS COM 824348106 932 0 0.00 278 -13.93 0.0876
2024-05-03 2024-03-31 13F SHERWIN WILLIAMS COM 824348106 932 0 0.00 324 11.38 0.1043
2024-01-10 2023-12-31 13F SHERWIN WILLIAMS COM 824348106 932 -70 -6.99 291 15.08 0.1037
2023-10-19 2023-09-30 13F SHERWIN WILLIAMS COM 824348106 1,002 182 22.20 253 16.13 0.0990
2023-07-14 2023-06-30 13F SHERWIN WILLIAMS COM 824348106 820 820 218 0.0844
2022-11-02 2022-09-30 13F SHERWIN WILLIAMS COM 824348106 0 -1,008 -100.00 0 -100.00
2022-07-27 2022-06-30 13F SHERWIN WILLIAMS COM 824348106 1,008 1,008 226 0.1026
2022-04-23 2022-03-31 13F SHERWIN WILLIAMS COM 824348106 0 -1,332 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 SHERWIN WILLIAMS COM 824348106 1,332 -54 -3.90 469 20.88 0.1787
2022-01-18 2021-12-31 13F SHERWIN WILLIAMS COM 824348106 9,324 7,938 3,284 0.1797
2021-10-13 2021-09-30 13F SHERWIN WILLIAMS COM 824348106 1,386 -6 -0.43 388 2.37 0.1641
2021-07-14 2021-06-30 13F SHERWIN WILLIAMS COM 824348106 1,392 -180 -11.45 379 -5.49 0.1621
2021-04-20 2021-03-31 13F SHERWIN WILLIAMS COM 824348106 1,572 1,572 401 0.1801
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.