AC
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Apella Capital’s Sherwin-Williams SHW Stock Holding History

Apella Capital’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 		$599K Buy
1,749
+30
+2% +$9.58K 0.01% 442
2026
Q1 		$594K Buy
1,719
+194
+13% +$66.8K 0.01% 430
2025
Q4 		$494K Sell
1,525
-19
-1% -$6.36K 0.01% 363
2025
Q3 		$512K Buy
1,544
+67
+5% +$23.6K 0.01% 322
2025
Q2 		$511K Buy
+1,477
New +$512K 0.01% 291
2025
Q1 		– Sell
-1,465
Closed -$498K – 393
2024
Q4 		$498K Buy
1,465
+30
+2% +$11.2K 0.02% 237
2024
Q3 		$543K Buy
1,435
+12
+0.8% +$4.19K 0.02% 209
2024
Q2 		$425K Buy
1,423
+4
+0.3% +$1.24K 0.02% 222
2024
Q1 		$475K Buy
1,419
+4
+0.3% +$1.27K 0.02% 193
2023
Q4 		$419K Sell
1,415
-13
-0.9% -$3.5K 0.02% 202
2023
Q3 		$364K Buy
1,428
+6
+0.4% +$1.61K 0.03% 194
2023
Q2 		$378K Buy
+1,422
New +$335K 0.03% 188
2022
Q4 		$331K Buy
1,394
+44
+3% +$10.2K 0.03% 184
2022
Q3 		$276K Hold
1,350
– – 0.03% 180
2022
Q2 		$302K Hold
1,350
– – 0.04% 178
2022
Q1 		$337K Hold
1,350
– – 0.05% 155
2021
Q4 		$475K Hold
1,350
– – 0.06% 130
2021
Q3 		$378K Hold
1,350
– – 0.05% 145
2021
Q2 		$368K Hold
1,350
– – 0.06% 160
2021
Q1 		$332K Hold
1,350
– – 0.1% 103
2020
Q4 		$331K Hold
1,350
– – 0.12% 100
2020
Q3 		$314K Hold
1,350
– – 0.13% 98
2020
Q2 		$260K Hold
1,350
– – 0.12% 106
2020
Q1 		$207K Buy
+1,350
New +$244K 0.12% 101

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Apella Capital's SHW Position: Q2 2026 in Review

Apella Capital increased its Sherwin-Williams (SHW) stake by 1.7% in Q2 2026, buying an estimated $9.58K and bringing the position to 1,749 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #442.

Apella Capital first reported a position in SHW in Q1 2020 and has held it in 24 quarters since. 730 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Apella Capital held 1,749 shares of Sherwin-Williams worth $599K as of Q2 2026.
  • Apella Capital bought 30 Sherwin-Williams shares in Q2 2026, an estimated $9.58K.
  • Sherwin-Williams made up 0.01% of Apella Capital's portfolio in Q2 2026, its #442 holding.
  • Apella Capital first reported a position in Sherwin-Williams in Q1 2020 and has held it in 24 quarters since.
  • 730 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.