AWM
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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
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
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

Axxcess Wealth Management's SHW Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 1,613 shares — an estimated $523K sold.

Axxcess Wealth Management first reported a position in SHW in Q3 2023 and held it in 9 quarters. The position peaked at $523K in Q4 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,613 Sherwin-Williams shares in Q1 2026, an estimated $523K.
  • Axxcess Wealth Management first reported a position in Sherwin-Williams in Q3 2023 and held it in 9 quarters.
  • Axxcess Wealth Management's Sherwin-Williams position peaked at $523K in Q4 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.