Belpointe Asset Management’s Sherwin-Williams SHW Stock Holding History

Belpointe Asset 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	$1.27M	Sell	3,700 -5	-0.1%	-$1.6K	0.04%	416
2026 Q1	$1.19M	Buy	+3,705	New	+$1.28M	0.04%	394
2025 Q2	–	Sell	-664	Closed	-$232K	–	1016
2025 Q1	$232K	Buy	664 +24	+4%	+$8.42K	0.01%	805
2024 Q4	$237K	Sell	640 -36	-5%	-$13.4K	0.01%	746
2024 Q3	$258K	Buy	+676	New	+$236K	0.02%	714
2023 Q2	–	Sell	-1,374	Closed	-$309K	–	2896
2023 Q1	$309K	Sell	1,374 -183	-12%	-$41.9K	0.02%	741
2022 Q4	$369K	Sell	1,557 -678	-30%	-$157K	0.02%	654
2022 Q3	$457K	Buy	2,235 +675	+43%	+$160K	0.03%	536
2022 Q2	$350K	Buy	1,560 +757	+94%	+$194K	0.02%	621
2022 Q1	$201K	Buy	803 +26	+3%	+$7.18K	0.01%	908
2021 Q4	$274K	Buy	777 +112	+17%	+$36.2K	0.02%	752
2021 Q3	$187K	Buy	+665	New	+$195K	0.01%	881
2017 Q4	–	Sell	-3,180	Closed	-$380K	–	493
2017 Q3	$380K	Buy	+3,180	New	+$365K	0.09%	266

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

Belpointe Asset Management's SHW Position: Q2 2026 in Review

Belpointe Asset Management reduced its Sherwin-Williams (SHW) stake by 0.13% in Q2 2026, selling an estimated $1.6K and leaving 3,700 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #416.

Belpointe Asset Management first reported a position in SHW in Q3 2017 and has held it in 13 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Belpointe Asset Management held 3,700 shares of Sherwin-Williams worth $1.27M as of Q2 2026.
Belpointe Asset Management sold 5 Sherwin-Williams shares in Q2 2026, an estimated $1.6K.
Sherwin-Williams made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #416 holding.
Belpointe Asset Management first reported a position in Sherwin-Williams in Q3 2017 and has held it in 13 quarters since.
1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.