Aspen Investment 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
Q2 | $224K | Hold |
650
| – | – | 0.06% | 181 |
|
|
2026
Q1 | $208K | Hold |
650
| – | – | 0.06% | 170 |
|
|
2025
Q4 | $211K | Hold |
650
| – | – | 0.06% | 177 |
|
|
2025
Q3 | $225K | Hold |
650
| – | – | 0.09% | 148 |
|
|
2025
Q2 | $223K | Hold |
650
| – | – | 0.09% | 147 |
|
|
2025
Q1 | $227K | Sell |
650
-100
| -13% | -$35.1K | 0.1% | 142 |
|
|
2024
Q4 | $255K | Hold |
750
| – | – | 0.12% | 132 |
|
|
2024
Q3 | $286K | Hold |
750
| – | – | 0.13% | 132 |
|
|
2024
Q2 | $224K | Hold |
750
| – | – | 0.11% | 142 |
|
|
2024
Q1 | $260K | Hold |
750
| – | – | 0.13% | 137 |
|
|
2023
Q4 | $234K | Sell |
750
-50
| -6% | -$13.4K | 0.13% | 132 |
|
|
2023
Q3 | $204K | Hold |
800
| – | – | 0.12% | 137 |
|
|
2023
Q2 | $212K | Buy |
+800
| New | +$188K | 0.13% | 133 |
|
|
2022
Q3 | – | Sell |
-900
| Closed | -$202K | – | 140 |
|
|
2022
Q2 | $202K | Hold |
900
| – | – | 0.13% | 136 |
|
|
2022
Q1 | $225K | Hold |
900
| – | – | 0.12% | 136 |
|
|
2021
Q4 | $317K | Hold |
900
| – | – | 0.16% | 122 |
|
|
2021
Q3 | $252K | Hold |
900
| – | – | 0.13% | 128 |
|
|
2021
Q2 | $245K | Hold |
900
| – | – | 0.13% | 139 |
|
|
2021
Q1 | $221K | Hold |
900
| – | – | 0.12% | 139 |
|
|
2020
Q4 | $220K | Sell |
900
-150
| -14% | -$35.6K | 0.13% | 129 |
|
|
2020
Q3 | $244K | Hold |
1,050
| – | – | 0.16% | 111 |
|
|
2020
Q2 | $202K | Buy |
+1,050
| New | +$189K | 0.14% | 115 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$292K | – | 124 |
|
|
2019
Q4 | $292K | Hold |
1,500
| – | – | 0.18% | 105 |
|
|
2019
Q3 | $275K | Hold |
1,500
| – | – | 0.18% | 110 |
|
|
2019
Q2 | $229K | Hold |
1,500
| – | – | 0.15% | 129 |
|
|
2019
Q1 | $215K | Buy |
+1,500
| New | +$209K | 0.15% | 129 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$228K | – | 140 |
|
|
2018
Q3 | $228K | Hold |
1,500
| – | – | 0.15% | 134 |
|
|
2018
Q2 | $204K | Buy |
+1,500
| New | +$194K | 0.14% | 142 |
|
|
2018
Q1 | – | Sell |
-1,500
| Closed | -$205K | – | 144 |
|
|
2017
Q4 | $205K | Buy |
+1,500
| New | +$197K | 0.15% | 134 |
|
Other funds holding SHW
Aspen Investment Management's SHW Position: Q2 2026 in Review
Aspen Investment Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 650 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #181.
Aspen Investment Management first reported a position in SHW in Q4 2017 and has held it in 29 quarters since. The position peaked at $317K in Q4 2021. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Aspen Investment Management held 650 shares of Sherwin-Williams worth $224K as of Q2 2026.
- Aspen Investment Management left its Sherwin-Williams share count unchanged in Q2 2026.
- Sherwin-Williams made up 0.06% of Aspen Investment Management's portfolio in Q2 2026, its #181 holding.
- Aspen Investment Management first reported a position in Sherwin-Williams in Q4 2017 and has held it in 29 quarters since.
- Aspen Investment Management's Sherwin-Williams position peaked at $317K in Q4 2021.
- 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.