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Action Point Financial Planning’s Sherwin-Williams SHW Stock Holding History

Action Point Financial Planning’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
Q2 		$37.5K Buy
+113
New +$36.1K ﹤0.01% 915

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Action Point Financial Planning's SHW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sherwin-Williams (SHW) in Q2 2026: 113 shares worth $37.5K. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings.

1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Action Point Financial Planning held 113 shares of Sherwin-Williams worth $37.5K as of Q2 2026.
  • Sherwin-Williams was a new Action Point Financial Planning position in Q2 2026.
  • Sherwin-Williams made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #915 holding.
  • 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.