BA
SHW icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bellwether Advisors's SHW Position: Q1 2026 in Review

Bellwether Advisors reduced its Sherwin-Williams (SHW) stake by 4% in Q1 2026, selling an estimated $26.9K and leaving 1,849 shares worth $593K. The position accounts for 0.1% of the portfolio, ranked #108.

Bellwether Advisors first reported a position in SHW in Q4 2020 and has held it in 22 quarters since. The position peaked at $948K in Q3 2023. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Bellwether Advisors held 1,849 shares of Sherwin-Williams worth $593K as of Q1 2026.
  • Bellwether Advisors sold 78 Sherwin-Williams shares in Q1 2026, an estimated $26.9K.
  • Sherwin-Williams made up 0.1% of Bellwether Advisors's portfolio in Q1 2026, its #108 holding.
  • Bellwether Advisors first reported a position in Sherwin-Williams in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's Sherwin-Williams position peaked at $948K in Q3 2023.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.