Alpha Family Trust’s Sherwin-Williams SHW Stock Holding History

Alpha Family Trust’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	$258K	Hold	805	–	–	0.13%	152
2025 Q4	$261K	Hold	805	–	–	0.12%	150
2025 Q3	$279K	Hold	805	–	–	0.13%	133
2025 Q2	$276K	Hold	805	–	–	0.14%	139
2025 Q1	$281K	Hold	805	–	–	0.16%	127
2024 Q4	$274K	Hold	805	–	–	0.15%	113
2024 Q3	$307K	Hold	805	–	–	0.17%	103
2024 Q2	$240K	Hold	805	–	–	0.14%	126
2024 Q1	$280K	Hold	805	–	–	0.17%	112
2023 Q4	$251K	Hold	805	–	–	0.17%	118
2023 Q3	$205K	Hold	805	–	–	0.16%	121
2023 Q2	$214K	Buy	+805	New	+$190K	0.15%	118

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alpha Family Trust's SHW Position: Q1 2026 in Review

Alpha Family Trust held its Sherwin-Williams (SHW) position steady in Q1 2026 at 805 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #152.

Alpha Family Trust first reported a position in SHW in Q2 2023 and has held it in 12 quarters since. The position peaked at $307K in Q3 2024. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Alpha Family Trust held 805 shares of Sherwin-Williams worth $258K as of Q1 2026.
Alpha Family Trust left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up 0.13% of Alpha Family Trust's portfolio in Q1 2026, its #152 holding.
Alpha Family Trust first reported a position in Sherwin-Williams in Q2 2023 and has held it in 12 quarters since.
Alpha Family Trust's Sherwin-Williams position peaked at $307K in Q3 2024.
1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.