BPWM
SHW icon

Badgley Phelps Wealth Managers’s Sherwin-Williams SHW Stock Holding History

Badgley Phelps Wealth Managers’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 		$14.7M Buy
45,722
+525
+1% +$181K 0.29% 89
2025
Q4 		$14.6M Sell
45,197
-3
-0% -$1K 0.27% 91
2025
Q3 		$15.7M Buy
45,200
+80
+0.2% +$28.2K 0.33% 81
2025
Q2 		$15.5M Buy
45,120
+12
+0% +$4.16K 0.34% 79
2025
Q1 		$15.8M Sell
45,108
-370
-0.8% -$130K 0.38% 74
2024
Q4 		$15.5M Sell
45,478
-818
-2% -$305K 0.36% 79
2024
Q3 		$17.7M Sell
46,296
-1,177
-2% -$411K 0.41% 72
2024
Q2 		$14.2M Sell
47,473
-1,151
-2% -$356K 0.35% 83
2024
Q1 		$16.9M Sell
48,624
-1,091
-2% -$348K 0.42% 78
2023
Q4 		$15.5M Buy
49,715
+4,223
+9% +$1.14M 0.42% 75
2023
Q3 		$11.6M Sell
45,492
-3,763
-8% -$1.01M 0.4% 79
2023
Q2 		$13.1M Sell
49,255
-543
-1% -$128K 0.43% 76
2023
Q1 		$11.2M Buy
49,798
+817
+2% +$187K 0.41% 83
2022
Q4 		$11.6M Buy
48,981
+225
+0.5% +$52K 0.47% 75
2022
Q3 		$9.98M Buy
48,756
+930
+2% +$220K 0.43% 81
2022
Q2 		$10.7M Sell
47,826
-23
-0% -$5.9K 0.44% 79
2022
Q1 		$11.9M Sell
47,849
-1,236
-3% -$341K 0.42% 82
2021
Q4 		$17.3M Sell
49,085
-616
-1% -$199K 0.56% 64
2021
Q3 		$13.9M Buy
+49,701
New +$14.5M 0.5% 70

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

Badgley Phelps Wealth Managers's SHW Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Sherwin-Williams (SHW) stake by 1.2% in Q1 2026, buying an estimated $181K and bringing the position to 45,722 shares worth $14.7M. The position accounts for 0.29% of the portfolio, ranked #89.

Badgley Phelps Wealth Managers first reported a position in SHW in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.7M in Q3 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Badgley Phelps Wealth Managers held 45,722 shares of Sherwin-Williams worth $14.7M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 525 Sherwin-Williams shares in Q1 2026, an estimated $181K.
  • Sherwin-Williams made up 0.29% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #89 holding.
  • Badgley Phelps Wealth Managers first reported a position in Sherwin-Williams in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Sherwin-Williams position peaked at $17.7M in Q3 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.