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AA Financial Advisors’s Sherwin-Williams SHW Stock Holding History

AA Financial Advisors’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-814
Closed -$264K – 236
2025
Q4 		$264K Buy
814
+120
+17% +$40.1K 0.05% 182
2025
Q3 		$240K Hold
694
– – 0.05% 174
2025
Q2 		$238K Buy
694
+2
+0.3% +$693 0.05% 170
2025
Q1 		$242K Hold
692
– – 0.06% 155
2024
Q4 		$235K Hold
692
– – 0.06% 157
2024
Q3 		$264K Buy
+692
New +$241K 0.08% 147
2024
Q2 		– Sell
-644
Closed -$224K – 167
2024
Q1 		$224K Buy
+644
New +$205K 0.09% 145

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AA Financial Advisors's SHW Position: Q1 2026 in Review

AA Financial Advisors sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 814 shares — an estimated $264K sold.

AA Financial Advisors first reported a position in SHW in Q1 2024 and held it in 7 quarters. The position peaked at $264K in Q3 2024. 1,701 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • AA Financial Advisors reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • AA Financial Advisors sold 814 Sherwin-Williams shares in Q1 2026, an estimated $264K.
  • AA Financial Advisors first reported a position in Sherwin-Williams in Q1 2024 and held it in 7 quarters.
  • AA Financial Advisors's Sherwin-Williams position peaked at $264K in Q3 2024.
  • 1,701 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.