Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  The Sherwin-Williams Co. (SHW)
← All SHW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 626,286 3.96 Add 1.30% 0.05 $294.32–357.47 · VW $318.54i $200,755,977 SEC
2025   Q4 618,261 3.15 Reduce 6.83% 0.19 $319.49–377.77 · VW $353.28i $200,335,112 SEC
2025   Q3 663,607 2.85 Add 18.87% 0.45 $318.22–376.58 · VW $346.16i $229,780,560 SEC
2025   Q2 558,255 2.25 Reduce 3.99% 0.09 $327.54–379.65 · VW $357.67i $191,682,437 SEC
2025   Q1 581,472 2.25 Add 8.88% 0.18 $308.84–365.57 · VW $344.41i $203,044,208 SEC
2024   Q4 534,062 1.64 Reduce 1.36% 0.02 $327.44–398.50 · VW $362.74i $181,543,696 SEC
2024   Q3 541,451 1.73 Reduce 4.82% 0.07 $357.59–400.42 · VW $385.14i $206,655,603 SEC
2024   Q2 568,878 1.39 Buy 1.39 $282.09–370.27 · VW $340.58i $169,770,262 SEC
2015   Q4 0 0.00 Sell 100.00% 0.01 $78.32–94.00 · VW $87.50i SEC
2015   Q3 5,850 0.01 $74.19 $434,000 SEC
2015   Q2 5,850 0.01 $91.62 $536,000 SEC
2015   Q1 5,850 0.01 Buy 0.01 $91.34–98.12 · VW $95.17i $555,000 SEC
2009   Q3 0 0.00 Sell 100.00% <0.01 $18.75–21.38 · VW $20.13i SEC
2009   Q2 1,020 <0.01 Buy <0.01 $17.07–20.91 · VW $19.35i $18,000 SEC
2009   Q1 0 0.00 Sell 100.00% <0.01 $14.06–19.72 · VW $17.13i SEC
2008   Q4 990 <0.01 Reduce 36.54% <0.01 $14.62–20.47 · VW $16.80i $20,000 SEC
2008   Q3 1,560 <0.01 Add 26.83% <0.01 $16.11–21.67 · VW $19.14i $30,000 SEC
2008   Q2 1,230 <0.01 Add 115.79% <0.01 $14.84–20.16 · VW $18.17i $19,000 SEC
2008   Q1 570 <0.01 Reduce 89.47% <0.01 $16.66–20.12 · VW $18.50i $10,000 SEC
2007   Q4 5,415 <0.01 Buy <0.01 $16.87–21.53 · VW $18.55i $105,000 SEC
Price snapshot:
Current price$328.97
Avg. buy price$309.65
+/- since buy6.24%
52-week low$289.86
52-week high$376.95