Bellwether Advisors’s Sherwin-Williams SHW Stock Holding History

Bellwether 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	$637K	Hold	1,849	–	–	0.09%	121
2026 Q1	$593K	Sell	1,849 -78	-4%	-$26.9K	0.1%	108
2025 Q4	$624K	Sell	1,927 -10	-0.5%	-$3.35K	0.1%	82
2025 Q3	$671K	Buy	1,937 +10	+0.5%	+$3.53K	0.11%	94
2025 Q2	$662K	Buy	1,927 +78	+4%	+$27K	0.11%	78
2025 Q1	$646K	Hold	1,849	–	–	0.13%	76
2024 Q4	$629K	Hold	1,849	–	–	0.11%	86
2024 Q3	$706K	Hold	1,849	–	–	0.14%	77
2024 Q2	$552K	Sell	1,849 -1	-0.1%	-$309	0.12%	86
2024 Q1	$643K	Sell	1,850 -20	-1%	-$6.37K	0.14%	85
2023 Q4	$583K	Sell	1,870 -1,845	-50%	-$496K	0.14%	83
2023 Q3	$948K	Buy	3,715 +1,875	+102%	+$502K	0.26%	68
2023 Q2	$489K	Hold	1,840	–	–	0.14%	62
2023 Q1	$414K	Buy	1,840 +40	+2%	+$9.15K	0.11%	97
2022 Q4	$427K	Hold	1,800	–	–	0.12%	98
2022 Q3	$368K	Hold	1,800	–	–	0.12%	82
2022 Q2	$403K	Hold	1,800	–	–	0.13%	89
2022 Q1	$449K	Buy	1,800 +450	+33%	+$124K	0.13%	109
2021 Q4	$475K	Hold	1,350	–	–	0.15%	95
2021 Q3	$377K	Hold	1,350	–	–	0.13%	123
2021 Q2	$367K	Sell	1,350 -450	-25%	-$123K	0.13%	106
2021 Q1	$442K	Hold	1,800	–	–	0.18%	81
2020 Q4	$440K	Buy	+1,800	New	+$427K	0.19%	76

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

Bellwether Advisors's SHW Position: Q2 2026 in Review

Bellwether Advisors held its Sherwin-Williams (SHW) position steady in Q2 2026 at 1,849 shares worth $637K. The position accounts for 0.09% of the portfolio, ranked #121.

Bellwether Advisors first reported a position in SHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $948K in Q3 2023. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Bellwether Advisors held 1,849 shares of Sherwin-Williams worth $637K as of Q2 2026.
Bellwether Advisors left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.09% of Bellwether Advisors's portfolio in Q2 2026, its #121 holding.
Bellwether Advisors first reported a position in Sherwin-Williams in Q4 2020 and has held it in 23 quarters since.
Bellwether Advisors's Sherwin-Williams position peaked at $948K in Q3 2023.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.