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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
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
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

BKM Wealth Management's SHW Position: Q1 2026 in Review

BKM Wealth Management held its Sherwin-Williams (SHW) position steady in Q1 2026 at 2,621 shares worth $840K. The position accounts for 0.31% of the portfolio, ranked #80.

BKM Wealth Management first reported a position in SHW in Q4 2023 and has held it in 9 quarters since. The position peaked at $915K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • BKM Wealth Management held 2,621 shares of Sherwin-Williams worth $840K as of Q1 2026.
  • BKM Wealth Management left its Sherwin-Williams share count unchanged in Q1 2026.
  • Sherwin-Williams made up 0.31% of BKM Wealth Management's portfolio in Q1 2026, its #80 holding.
  • BKM Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 9 quarters since.
  • BKM Wealth Management's Sherwin-Williams position peaked at $915K in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.