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BFA
Beaumont Financial Advisors’s
Sherwin-Williams
SHW
Stock Holding History
Beaumont Financial Advisors’s Portfolio
SHW Stock Details
SHW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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