BFP
SHW icon

Birchwood Financial Partners’s Sherwin-Williams SHW Stock Holding History

Birchwood Financial Partners’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 		$101K Hold
293
– – 0.08% 125
2026
Q1 		$93.9K Hold
293
– – 0.09% 113
2025
Q4 		$94.9K Buy
+293
New +$98K 0.09% 113

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

Birchwood Financial Partners's SHW Position: Q2 2026 in Review

Birchwood Financial Partners held its Sherwin-Williams (SHW) position steady in Q2 2026 at 293 shares worth $101K. The position accounts for 0.08% of the portfolio, ranked #125.

Birchwood Financial Partners first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Birchwood Financial Partners held 293 shares of Sherwin-Williams worth $101K as of Q2 2026.
  • Birchwood Financial Partners left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 0.08% of Birchwood Financial Partners's portfolio in Q2 2026, its #125 holding.
  • Birchwood Financial Partners first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.