Beaumont Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Beaumont Financial Advisors’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	$731K	Sell	2,123 -28	-1%	-$8.95K	0.05%	204
2026 Q1	$690K	Buy	2,151 +3	+0.1%	+$1.03K	0.05%	200
2025 Q4	$696K	Buy	2,148 +4	+0.2%	+$1.34K	0.05%	196
2025 Q3	$742K	Buy	2,144 +710	+50%	+$250K	0.05%	192
2025 Q2	$492K	Buy	1,434 +105	+8%	+$36.4K	0.04%	224
2025 Q1	$464K	Buy	1,329 +371	+39%	+$130K	0.04%	232
2024 Q4	$326K	Buy	+958	New	+$358K	0.02%	282
2022 Q1	–	Sell	-1,692	Closed	-$596K	–	379
2021 Q4	$596K	Hold	1,692	–	–	0.04%	187
2021 Q3	$473K	Hold	1,692	–	–	0.04%	208
2021 Q2	$461K	Hold	1,692	–	–	0.04%	222
2021 Q1	$416K	Buy	1,692 +600	+55%	+$143K	0.04%	221
2020 Q4	$268K	Buy	1,092 +3	+0.3%	+$712	0.02%	287
2020 Q3	$253K	Buy	1,089 +36	+3%	+$7.86K	0.02%	279
2020 Q2	$203K	Buy	+1,053	New	+$190K	0.02%	269
2020 Q1	–	Sell	-1,035	Closed	-$201K	–	279
2019 Q4	$201K	Buy	+1,035	New	+$197K	0.02%	269

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

Beaumont Financial Advisors's SHW Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Sherwin-Williams (SHW) stake by 1.3% in Q2 2026, selling an estimated $8.95K and leaving 2,123 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #204.

Beaumont Financial Advisors first reported a position in SHW in Q4 2019 and has held it in 15 quarters since. The position peaked at $742K in Q3 2025. 1,739 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Beaumont Financial Advisors held 2,123 shares of Sherwin-Williams worth $731K as of Q2 2026.
Beaumont Financial Advisors sold 28 Sherwin-Williams shares in Q2 2026, an estimated $8.95K.
Sherwin-Williams made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #204 holding.
Beaumont Financial Advisors first reported a position in Sherwin-Williams in Q4 2019 and has held it in 15 quarters since.
Beaumont Financial Advisors's Sherwin-Williams position peaked at $742K in Q3 2025.
1,739 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.