BKM Wealth Management’s Sherwin-Williams SHW Stock Holding History

BKM Wealth 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	$905K	Buy	2,627 +6	+0.2%	+$1.92K	0.32%	77
2026 Q1	$840K	Hold	2,621	–	–	0.31%	80
2025 Q4	$849K	Hold	2,621	–	–	0.31%	78
2025 Q3	$908K	Hold	2,621	–	–	0.33%	75
2025 Q2	$900K	Hold	2,621	–	–	0.35%	75
2025 Q1	$915K	Buy	2,621 +1,000	+62%	+$351K	0.38%	68
2024 Q4	$551K	Hold	1,621	–	–	0.23%	99
2024 Q3	$619K	Buy	+1,621	New	+$566K	0.25%	98
2024 Q2	–	Sell	-1,726	Closed	-$599K	–	191
2024 Q1	$599K	Buy	1,726 +105	+6%	+$33.5K	0.26%	94
2023 Q4	$506K	Buy	+1,621	New	+$436K	0.22%	98

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

BKM Wealth Management's SHW Position: Q2 2026 in Review

BKM Wealth Management increased its Sherwin-Williams (SHW) stake by 0.23% in Q2 2026, buying an estimated $1.92K and bringing the position to 2,627 shares worth $905K. The position accounts for 0.32% of the portfolio, ranked #77.

BKM Wealth Management first reported a position in SHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $915K in Q1 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

BKM Wealth Management held 2,627 shares of Sherwin-Williams worth $905K as of Q2 2026.
BKM Wealth Management bought 6 Sherwin-Williams shares in Q2 2026, an estimated $1.92K.
Sherwin-Williams made up 0.32% of BKM Wealth Management's portfolio in Q2 2026, its #77 holding.
BKM Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Sherwin-Williams position peaked at $915K in Q1 2025.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.