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

BCS 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	$1.29M	Sell	3,739 -14	-0.4%	-$4.47K	0.23%	89
2026 Q1	$1.2M	Sell	3,753 -3,755	-50%	-$1.29M	0.25%	88
2025 Q4	$2.43M	Buy	7,508 +3,769	+101%	+$1.26M	0.25%	87
2025 Q3	$1.29M	Sell	3,739 -27	-0.7%	-$9.52K	0.29%	71
2025 Q2	$1.29M	Buy	3,766 +27	+0.7%	+$9.35K	0.28%	70
2025 Q1	$1.31M	Hold	3,739	–	–	0.34%	68
2024 Q4	$1.27M	Buy	+3,739	New	+$1.4M	0.32%	69
2024 Q2	–	Sell	-3,739	Closed	-$1.3M	–	217
2024 Q1	$1.3M	Hold	3,739	–	–	0.42%	55
2023 Q4	$1.17M	Hold	3,739	–	–	0.43%	58
2023 Q3	$954K	Buy	+3,739	New	+$1M	0.4%	61
2023 Q1	–	Sell	-3,239	Closed	-$769K	–	193
2022 Q4	$769K	Hold	3,239	–	–	0.32%	79
2022 Q3	$663K	Sell	3,239 -75	-2%	-$17.8K	0.31%	82
2022 Q2	$742K	Buy	3,314 +75	+2%	+$19.2K	0.33%	72
2022 Q1	$809K	Sell	3,239 -75	-2%	-$20.7K	0.34%	71
2021 Q4	$1.17M	Buy	3,314 +75	+2%	+$24.2K	0.42%	55
2021 Q3	$906K	Sell	3,239 -193	-6%	-$56.5K	0.38%	57
2021 Q2	$935K	Hold	3,432	–	–	0.5%	46
2021 Q1	$844K	Hold	3,432	–	–	0.4%	55
2020 Q4	$841K	Hold	3,432	–	–	0.44%	53
2020 Q3	$797K	Sell	3,432 -300	-8%	-$65.5K	0.45%	48
2020 Q2	$719K	Hold	3,732	–	–	0.43%	51
2020 Q1	$572K	Hold	3,732	–	–	0.4%	51
2019 Q4	$726K	Buy	+3,732	New	+$712K	0.48%	45

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

BCS Wealth Management reduced its Sherwin-Williams (SHW) stake by 0.37% in Q2 2026, selling an estimated $4.47K and leaving 3,739 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #89.

BCS Wealth Management first reported a position in SHW in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.43M in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

BCS Wealth Management held 3,739 shares of Sherwin-Williams worth $1.29M as of Q2 2026.
BCS Wealth Management sold 14 Sherwin-Williams shares in Q2 2026, an estimated $4.47K.
Sherwin-Williams made up 0.23% of BCS Wealth Management's portfolio in Q2 2026, its #89 holding.
BCS Wealth Management first reported a position in Sherwin-Williams in Q4 2019 and has held it in 23 quarters since.
BCS Wealth Management's Sherwin-Williams position peaked at $2.43M in Q4 2025.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.