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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHW overviewAll 13F holders of SHWFull Q2 2026 holdings

Shares (Q2 2026)
7,853
Value
$2.70M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SHW by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,853$2.70M<0.1%+1,462+22.9%AddedHolders
Q1 20266,391$2.05M<0.1%−635−9.0%ReducedHolders
Q4 20257,026$2.28M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20257,690$2.64M<0.1%+149+2.0%AddedHolders
Q1 20257,541$2.63M<0.1%−163−2.1%ReducedHolders
Q4 20247,704$2.62M<0.1%−10,144−56.8%ReducedHolders
Q3 202417,848$6.81M0.1%+13,952+358.1%AddedHolders
Q2 20243,896$1.16M<0.1%+166+4.5%AddedHolders
Q1 20243,730$1.30M<0.1%+52+1.4%AddedHolders
Q4 20233,678$1.15M<0.1%−80−2.1%ReducedHolders
Q3 20233,758$958.5K<0.1%−30,344−89.0%ReducedHolders
Q2 202334,102$951.0K<0.1%+29,824+697.1%AddedHolders
Q1 20234,278$472.7K<0.1%+1,173+37.8%AddedHolders
Q4 20223,105$736.9K<0.1%+3,105NewHolders
Q3 20220$00.0%−3,635−100.0%Sold outHolders
Q2 20223,635$814.0K<0.1%−5−0.1%ReducedHolders
Q1 20223,640$909.0K<0.1%+960+35.8%AddedHolders
Q4 20212,680$944.0K<0.1%+151+6.0%AddedHolders
Q3 20212,529$707.0K<0.1%−16−0.6%ReducedHolders
Q2 20212,545$693.0K<0.1%+166+7.0%AddedConverted for a 3-for-1 splitHolders
Q1 2021793$585.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.