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Belfer Management’s Sherwin-Williams SHW Stock Holding History

Belfer 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 		$295K Hold
856
– – 4.89% 10
2026
Q1 		$274K Buy
856
+30
+4% +$10.3K 4.59% 9
2025
Q4 		$268K Sell
826
-65
-7% -$21.7K 4.69% 12
2025
Q3 		$308K Sell
891
-110
-11% -$38.8K 4.28% 10
2025
Q2 		$344K Hold
1,001
– – 5.26% 9
2025
Q1 		$350K Buy
1,001
+17
+2% +$5.97K 6.07% 9
2024
Q4 		$376K Hold
984
– – 5.98% 7
2024
Q3 		$376K Sell
984
-292
-23% -$102K 6.08% 6
2024
Q2 		$381K Hold
1,276
– – 7.18% 6
2024
Q1 		$443K Buy
1,276
+7
+0.6% +$2.23K 7.99% 3
2023
Q4 		$396K Hold
1,269
– – 8.36% 3
2023
Q3 		$324K Hold
1,269
– – 8.39% 4
2023
Q2 		$337K Hold
1,269
– – 8.95% 4
2023
Q1 		$285K Sell
1,269
-160
-11% -$36.6K 7.39% 5
2022
Q4 		$339K Hold
1,429
– – 11.6% 4
2022
Q3 		$293K Buy
+1,429
New +$339K 10.74% 3

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Belfer Management's SHW Position: Q2 2026 in Review

Belfer Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 856 shares worth $295K. The position accounts for 4.89% of the portfolio, ranked #10.

Belfer Management first reported a position in SHW in Q3 2022 and has held it in 16 quarters since. The position peaked at $443K in Q1 2024. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Belfer Management held 856 shares of Sherwin-Williams worth $295K as of Q2 2026.
  • Belfer Management left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 4.89% of Belfer Management's portfolio in Q2 2026, its #10 holding.
  • Belfer Management first reported a position in Sherwin-Williams in Q3 2022 and has held it in 16 quarters since.
  • Belfer Management's Sherwin-Williams position peaked at $443K in Q1 2024.
  • 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Belfer Management's 13F filing for Q2 2026, filed 7 Aug 2026.