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Bartlett & Co Wealth Management’s Sherwin-Williams SHW Stock Holding History

Bartlett & Co 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 		$1.02M Buy
3,275
+87
+3% +$29.9K 0.01% 268
2025
Q4 		$1.03M Sell
3,188
-69
-2% -$23.1K 0.01% 257
2025
Q3 		$1.13M Hold
3,257
– – 0.01% 246
2025
Q2 		$1.12M Sell
3,257
-2
-0.1% -$693 0.02% 246
2025
Q1 		$1.14M Buy
3,259
+13
+0.4% +$4.56K 0.02% 241
2024
Q4 		$1.1M Hold
3,246
– – 0.02% 241
2024
Q3 		$1.24M Buy
3,246
+9
+0.3% +$3.14K 0.02% 234
2024
Q2 		$966K Buy
3,237
+27
+0.8% +$8.35K 0.01% 258
2024
Q1 		$1.11M Sell
3,210
-51
-2% -$16.2K 0.02% 252
2023
Q4 		$1.02M Buy
3,261
+51
+2% +$13.7K 0.02% 272
2023
Q3 		$819K Sell
3,210
-54
-2% -$14.5K 0.01% 289
2023
Q2 		$867K Hold
3,264
– – 0.02% 286
2023
Q1 		$734K Hold
3,264
– – 0.01% 252
2022
Q4 		$775K Buy
3,264
+201
+7% +$46.5K 0.02% 244
2022
Q3 		$627K Buy
3,063
+12
+0.4% +$2.84K 0.01% 253
2022
Q2 		$683K Buy
3,051
+18
+0.6% +$4.62K 0.01% 248
2022
Q1 		$757K Sell
3,033
-300
-9% -$82.9K 0.01% 248
2021
Q4 		$1.17M Buy
3,333
+2,133
+178% +$689K 0.02% 221
2021
Q3 		$336K Sell
1,200
-9
-0.7% -$2.63K 0.01% 297
2021
Q2 		$329K Hold
1,209
– – 0.01% 291
2021
Q1 		$297K Hold
1,209
– – 0.01% 299
2020
Q4 		$296K Buy
1,209
+9
+0.8% +$2.13K 0.01% 297
2020
Q3 		$279K Hold
1,200
– – 0.01% 280
2020
Q2 		$231K Sell
1,200
-39
-3% -$7.03K 0.01% 298
2020
Q1 		$190K Buy
1,239
+39
+3% +$7.04K 0.01% 299
2019
Q4 		$233K Hold
1,200
– – 0.01% 317
2019
Q3 		$220K Buy
1,200
+1,188
+9,900% +$202K 0.01% 317
2019
Q2 		$1.83K Buy
+12
New +$1.79K ﹤0.01% 681

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

Bartlett & Co Wealth Management's SHW Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Sherwin-Williams (SHW) stake by 2.7% in Q1 2026, buying an estimated $29.9K and bringing the position to 3,275 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #268.

Bartlett & Co Wealth Management first reported a position in SHW in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.24M in Q3 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Bartlett & Co Wealth Management held 3,275 shares of Sherwin-Williams worth $1.02M as of Q1 2026.
  • Bartlett & Co Wealth Management bought 87 Sherwin-Williams shares in Q1 2026, an estimated $29.9K.
  • Sherwin-Williams made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #268 holding.
  • Bartlett & Co Wealth Management first reported a position in Sherwin-Williams in Q2 2019 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Sherwin-Williams position peaked at $1.24M in Q3 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.