Beacon Financial Advisory
SHW icon

Beacon Financial Advisory’s Sherwin-Williams SHW Stock Holding History

Beacon Financial Advisory’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
Q3 		– Sell
-597
Closed -$206K – 441
2026
Q2 		$206K Sell
597
-153
-20% -$48.9K 0.04% 408
2026
Q1 		$240K Sell
750
-17
-2% -$5.85K 0.05% 356
2025
Q4 		$248K Buy
767
+8
+1% +$2.68K 0.06% 331
2025
Q3 		$263K Sell
759
-1
-0.1% -$353 0.06% 316
2025
Q2 		$261K Sell
760
-18
-2% -$6.24K 0.07% 295
2025
Q1 		$272K Buy
778
+51
+7% +$17.9K 0.08% 255
2024
Q4 		$247K Buy
727
+3
+0.4% +$1.12K 0.08% 256
2024
Q3 		$276K Buy
724
+9
+1% +$3.14K 0.09% 230
2024
Q2 		$213K Buy
715
+2
+0.3% +$619 0.08% 261
2024
Q1 		$248K Sell
713
-518
-42% -$165K 0.12% 208
2023
Q4 		$384K Buy
1,231
+1
+0.1% +$269 0.19% 152
2023
Q3 		$314K Buy
1,230
+169
+16% +$45.2K 0.17% 160
2023
Q2 		$282K Buy
1,061
+101
+11% +$23.8K 0.16% 171
2023
Q1 		$216K Sell
960
-98
-9% -$22.4K 0.14% 188
2022
Q4 		$251K Buy
1,058
+1
+0.1% +$231 0.18% 157
2022
Q3 		$216K Sell
1,057
-146
-12% -$34.6K 0.15% 170
2022
Q2 		$269K Sell
1,203
-148
-11% -$38K 0.15% 173
2022
Q1 		$337K Buy
1,351
+90
+7% +$24.9K 0.16% 159
2021
Q4 		$444K Buy
1,261
+11
+0.9% +$3.55K 0.21% 140
2021
Q3 		$350K Buy
1,250
+11
+0.9% +$3.22K 0.18% 154
2021
Q2 		$338K Buy
1,239
+18
+1% +$4.93K 0.18% 152
2021
Q1 		$300K Buy
1,221
+141
+13% +$33.6K 0.17% 149
2020
Q4 		$264K Buy
1,080
+45
+4% +$10.7K 0.17% 157
2020
Q3 		$240K Buy
+1,035
New +$226K 0.21% 146

Other funds holding SHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Beacon Financial Advisory's SHW Position: Q3 2026 in Review

Beacon Financial Advisory sold out of Sherwin-Williams (SHW) in Q3 2026, closing a stake of 597 shares — an estimated $206K sold.

Beacon Financial Advisory first reported a position in SHW in Q3 2020 and held it in 24 quarters. The position peaked at $444K in Q4 2021. 1,022 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Beacon Financial Advisory reported no remaining Sherwin-Williams position as of Q3 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 597 Sherwin-Williams shares in Q3 2026, an estimated $206K.
  • Beacon Financial Advisory first reported a position in Sherwin-Williams in Q3 2020 and held it in 24 quarters.
  • Beacon Financial Advisory's Sherwin-Williams position peaked at $444K in Q4 2021.
  • 1,022 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.