AFG
SHW icon

Allegheny Financial Group’s Sherwin-Williams SHW Stock Holding History

Allegheny Financial Group’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 		$620K Buy
1,935
+4
+0.2% +$1.38K 0.08% 139
2025
Q4 		$626K Hold
1,931
– – 0.09% 135
2025
Q3 		$669K Buy
1,931
+5
+0.3% +$1.76K 0.12% 125
2025
Q2 		$662K Buy
1,926
+7
+0.4% +$2.42K 0.15% 121
2025
Q1 		$670K Sell
1,919
-2
-0.1% -$702 0.17% 106
2024
Q4 		$653K Buy
1,921
+8
+0.4% +$2.99K 0.17% 111
2024
Q3 		$730K Buy
1,913
+4
+0.2% +$1.4K 0.18% 110
2024
Q2 		$570K Buy
1,909
+303
+19% +$93.7K 0.16% 118
2024
Q1 		$558K Sell
1,606
-85
-5% -$27.1K 0.17% 107
2023
Q4 		$527K Buy
+1,691
New +$455K 0.17% 110
2021
Q1 		– Sell
-1,581
Closed -$387K – 121
2020
Q4 		$387K Buy
+1,581
New +$375K 0.21% 70

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