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

BAM 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 		– Sell
-2,267
Closed -$727K – 184
2026
Q1 		$727K Sell
2,267
-289
-11% -$99.5K 0.54% 48
2025
Q4 		$828K Sell
2,556
-133
-5% -$44.5K 0.6% 48
2025
Q3 		$931K Buy
+2,689
New +$948K 0.72% 33

Other funds holding SHW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

BAM Wealth Management sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 2,267 shares — an estimated $727K sold.

BAM Wealth Management first reported a position in SHW in Q3 2025 and held it in 3 quarters. The position peaked at $931K in Q3 2025. 944 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • BAM Wealth Management reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 2,267 Sherwin-Williams shares in Q2 2026, an estimated $727K.
  • BAM Wealth Management first reported a position in Sherwin-Williams in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's Sherwin-Williams position peaked at $931K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.