Andreas Halvorsen's SHW Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 3.17 M shares of The Sherwin-Williams Company (SHW) worth $1.03 B, representing 2.73% of the portfolio. First purchased in 2013-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in SHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 2.25 M shares. Largest reduction occurred in Q3 2023, reducing 2.27 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's The Sherwin-Williams Company (SHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Sherwin-Williams Company (SHW) Trades by Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +291,217 | Add 10.11% | 3.17 M | $324.03 |
| Q3 2025 | +923,341 | Add 47.16% | 2.88 M | $346.26 |
| Q2 2025 | +985,520 | Add 101.37% | 1.96 M | $343.36 |
| Q1 2025 | +354,208 | Add 57.31% | 972,230 | $349.19 |
| Q4 2024 | -683,634 | Reduce 52.52% | 618,022 | $339.93 |
| Q3 2024 | +893,870 | Add 219.20% | 1.3 M | $381.67 |
| Q2 2024 | +407,786 | New Buy | 407,786 | $298.43 |
| Q3 2023 | -2.27 M | Sold Out | 0 | $0.00 |
| Q2 2023 | +22,658 | Add 1.01% | 2.27 M | $265.52 |
| Q1 2023 | +2.25 M | New Buy | 2.25 M | $224.77 |
| Q3 2020 | -1.19 M | Sold Out | 0 | $0.00 |
| Q2 2020 | +1.19 M | New Buy | 1.19 M | $192.62 |
| Q4 2013 | -219,018 | Sold Out | 0 | $0.00 |
| Q3 2013 | +219,018 | New Buy | 219,018 | $60.73 |
Andreas Halvorsen's The Sherwin-Williams Company Investment FAQs
Andreas Halvorsen first purchased The Sherwin-Williams Company (SHW) in Q3 2013, acquiring 219,018 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held The Sherwin-Williams Company (SHW) for 14 quarters since Q3 2013.
Andreas Halvorsen's largest addition to The Sherwin-Williams Company (SHW) was in Q1 2023, adding 2,252,060 shares worth $506.2 M.
According to the latest 13F filing for Q4 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 3,172,308 shares of The Sherwin-Williams Company (SHW), valued at approximately $1.03 B.
As of the Q4 2025 filing, The Sherwin-Williams Company (SHW) represents approximately 2.73% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in The Sherwin-Williams Company (SHW) was 3,172,308 shares, as reported at the end of Q4 2025.