Axxcess Wealth Management’s Sherwin-Williams SHW Stock Holding History

Axxcess Wealth Management’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	$307K	Buy	+892	New	+$285K	﹤0.01%	852
2026 Q1	–	Sell	-1,613	Closed	-$523K	–	891
2025 Q4	$523K	Buy	+1,613	New	+$540K	0.01%	694
2025 Q3	–	Sell	-655	Closed	-$225K	–	961
2025 Q2	$225K	Hold	655	–	–	0.01%	807
2025 Q1	$229K	Hold	655	–	–	0.01%	776
2024 Q4	$223K	Sell	655 -597	-48%	-$223K	0.01%	784
2024 Q3	$478K	Buy	1,252 +467	+59%	+$163K	0.01%	562
2024 Q2	$234K	Sell	785 -94	-11%	-$29.1K	0.01%	736
2024 Q1	$305K	Sell	879 -628	-42%	-$200K	0.01%	659
2023 Q4	$470K	Buy	1,507 +3	+0.2%	+$807	0.01%	533
2023 Q3	$384K	Buy	+1,504	New	+$403K	0.01%	535

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Axxcess Wealth Management's SHW Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Sherwin-Williams (SHW) in Q2 2026: 892 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SHW as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SHW in Q3 2023 and has held it in 10 quarters since. The position peaked at $523K in Q4 2025. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Axxcess Wealth Management held 892 shares of Sherwin-Williams worth $307K as of Q2 2026.
Sherwin-Williams was a new Axxcess Wealth Management position in Q2 2026.
Sherwin-Williams made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #852 holding.
Axxcess Wealth Management first reported a position in Sherwin-Williams in Q3 2023 and has held it in 10 quarters since.
Axxcess Wealth Management's Sherwin-Williams position peaked at $523K in Q4 2025.
1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.