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

Beacon Financial Group’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	$232K	Buy	+673	New	+$215K	0.02%	352
2026 Q1	–	Sell	-673	Closed	-$218K	–	362
2025 Q4	$218K	Sell	673 -9	-1%	-$3.01K	0.02%	329
2025 Q3	$236K	Sell	682 -2	-0.3%	-$705	0.02%	324
2025 Q2	$235K	Buy	684 +33	+5%	+$11.4K	0.02%	311
2025 Q1	$227K	Buy	651 +4	+0.6%	+$1.4K	0.02%	311
2024 Q4	$220K	Sell	647 -23	-3%	-$8.58K	0.02%	312
2024 Q3	$256K	Buy	+670	New	+$234K	0.03%	296

Other funds holding SHW

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Beacon Financial Group's SHW Position: Q2 2026 in Review

Beacon Financial Group opened a new position in Sherwin-Williams (SHW) in Q2 2026: 673 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in SHW as recently as Q4 2025.

Beacon Financial Group first reported a position in SHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $256K in Q3 2024. 425 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Beacon Financial Group held 673 shares of Sherwin-Williams worth $232K as of Q2 2026.
Sherwin-Williams was a new Beacon Financial Group position in Q2 2026.
Sherwin-Williams made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #352 holding.
Beacon Financial Group first reported a position in Sherwin-Williams in Q3 2024 and has held it in 7 quarters since.
Beacon Financial Group's Sherwin-Williams position peaked at $256K in Q3 2024.
425 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.