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 Q3	$855K	Buy	2,644 +17	+0.6%	+$5.74K	0.28%	80
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

BKM Wealth Management's SHW Position: Q3 2026 in Review

BKM Wealth Management increased its Sherwin-Williams (SHW) stake by 0.65% in Q3 2026, buying an estimated $5.74K and bringing the position to 2,644 shares worth $855K. The position accounts for 0.28% of the portfolio, ranked #80.

BKM Wealth Management first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $915K in Q1 2025. 442 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

BKM Wealth Management held 2,644 shares of Sherwin-Williams worth $855K as of Q3 2026.
BKM Wealth Management bought 17 Sherwin-Williams shares in Q3 2026, an estimated $5.74K.
Sherwin-Williams made up 0.28% of BKM Wealth Management's portfolio in Q3 2026, its #80 holding.
BKM Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Sherwin-Williams position peaked at $915K in Q1 2025.
442 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.