AE Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.86M | Sell |
8,921
-265
| -3% | -$91.2K | 0.02% | 544 |
|
|
2025
Q4 | $2.98M | Buy |
9,186
+402
| +5% | +$134K | 0.02% | 498 |
|
|
2025
Q3 | $3.04M | Sell |
8,784
-339
| -4% | -$120K | 0.02% | 460 |
|
|
2025
Q2 | $3.13M | Buy |
9,123
+651
| +8% | +$226K | 0.02% | 439 |
|
|
2025
Q1 | $2.96M | Buy |
8,472
+759
| +10% | +$266K | 0.02% | 443 |
|
|
2024
Q4 | $2.62M | Buy |
7,713
+278
| +4% | +$104K | 0.02% | 476 |
|
|
2024
Q3 | $2.84M | Sell |
7,435
-123
| -2% | -$42.9K | 0.03% | 444 |
|
|
2024
Q2 | $2.26M | Buy |
7,558
+61
| +0.8% | +$18.9K | 0.02% | 490 |
|
|
2024
Q1 | $2.6M | Sell |
7,497
-14,917
| -67% | -$4.75M | 0.03% | 438 |
|
|
2023
Q4 | $6.77M | Buy |
22,414
+1,258
| +6% | +$338K | 0.03% | 500 |
|
|
2023
Q3 | $5.4M | Buy |
21,156
+4,927
| +30% | +$1.32M | 0.03% | 525 |
|
|
2023
Q2 | $4.31M | Sell |
16,229
-207
| -1% | -$48.7K | 0.03% | 587 |
|
|
2023
Q1 | $3.69M | Sell |
16,436
-1,311
| -7% | -$300K | 0.02% | 591 |
|
|
2022
Q4 | $4.21M | Sell |
17,747
-4,685
| -21% | -$1.08M | 0.03% | 519 |
|
|
2022
Q3 | $4.59M | Sell |
22,432
-6,359
| -22% | -$1.51M | 0.04% | 446 |
|
|
2022
Q2 | $6.45M | Buy |
28,791
+9,102
| +46% | +$2.34M | 0.05% | 368 |
|
|
2022
Q1 | $4.92M | Sell |
19,689
-249
| -1% | -$68.8K | 0.03% | 441 |
|
|
2021
Q4 | $7.02M | Buy |
19,938
+1,385
| +7% | +$448K | 0.05% | 351 |
|
|
2021
Q3 | $5.19M | Sell |
18,553
-9,761
| -34% | -$2.86M | 0.04% | 374 |
|
|
2021
Q2 | $7.71M | Sell |
28,314
-4,908
| -15% | -$1.34M | 0.07% | 264 |
|
|
2021
Q1 | $8.17M | Buy |
33,222
+7,341
| +28% | +$1.75M | 0.08% | 235 |
|
|
2020
Q4 | $6.34M | Buy |
25,881
+7,062
| +38% | +$1.68M | 0.07% | 242 |
|
|
2020
Q3 | $4.37M | Buy |
18,819
+2,463
| +15% | +$538K | 0.06% | 257 |
|
|
2020
Q2 | $3.15M | Sell |
16,356
-1,932
| -11% | -$348K | 0.05% | 298 |
|
|
2020
Q1 | $2.8M | Buy |
18,288
+10,458
| +134% | +$1.89M | 0.06% | 246 |
|
|
2019
Q4 | $1.52M | Buy |
7,830
+3,546
| +83% | +$676K | 0.03% | 424 |
|
|
2019
Q3 | $785K | Sell |
4,284
-639
| -13% | -$109K | 0.02% | 500 |
|
|
2019
Q2 | $752K | Sell |
4,923
-507
| -9% | -$75.8K | 0.02% | 478 |
|
|
2019
Q1 | $780K | Buy |
5,430
+3,306
| +156% | +$460K | 0.05% | 251 |
|
|
2018
Q4 | $279K | Buy |
2,124
+39
| +2% | +$5.26K | 0.05% | 364 |
|
|
2018
Q3 | $316K | Buy |
2,085
+249
| +14% | +$36.9K | 0.02% | 435 |
|
|
2018
Q2 | $249K | Buy |
1,836
+57
| +3% | +$7.38K | 0.02% | 373 |
|
|
2018
Q1 | $233K | Buy |
+1,779
| New | +$243K | 0.02% | 372 |
|
Other funds holding SHW
VCM
VPM
AE Wealth Management's SHW Position: Q1 2026 in Review
AE Wealth Management reduced its Sherwin-Williams (SHW) stake by 2.9% in Q1 2026, selling an estimated $91.2K and leaving 8,921 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #544.
AE Wealth Management first reported a position in SHW in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.17M in Q1 2021. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.
- AE Wealth Management held 8,921 shares of Sherwin-Williams worth $2.86M as of Q1 2026.
- AE Wealth Management sold 265 Sherwin-Williams shares in Q1 2026, an estimated $91.2K.
- Sherwin-Williams made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #544 holding.
- AE Wealth Management first reported a position in Sherwin-Williams in Q1 2018 and has held it in 33 quarters since.
- AE Wealth Management's Sherwin-Williams position peaked at $8.17M in Q1 2021.
- 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.