BPWM
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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
Q2 		$16M Buy
46,472
+750
+2% +$240K 0.28% 89
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Badgley Phelps Wealth Managers's SHW Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Sherwin-Williams (SHW) stake by 1.6% in Q2 2026, buying an estimated $240K and bringing the position to 46,472 shares worth $16M. The position accounts for 0.28% of the portfolio, ranked #89.

Badgley Phelps Wealth Managers first reported a position in SHW in Q3 2021 and has held it in 20 quarters since. The position peaked at $17.7M in Q3 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Badgley Phelps Wealth Managers held 46,472 shares of Sherwin-Williams worth $16M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 750 Sherwin-Williams shares in Q2 2026, an estimated $240K.
  • Sherwin-Williams made up 0.28% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #89 holding.
  • Badgley Phelps Wealth Managers first reported a position in Sherwin-Williams in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Sherwin-Williams position peaked at $17.7M in Q3 2024.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.