AFA
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return