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Bogart Wealth LLC’s Sherwin-Williams SHW Stock Holding History

Bogart Wealth LLC’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 		$20K Buy
58
+29
+100% +$9.26K ﹤0.01% 804
2026
Q1 		$9.3K Buy
29
+7
+32% +$2.41K ﹤0.01% 922
2025
Q4 		$7.13K Sell
22
-4
-15% -$1.34K ﹤0.01% 929
2025
Q3 		$9K Buy
26
+5
+24% +$1.76K ﹤0.01% 851
2025
Q2 		$7.21K Sell
21
-2
-9% -$693 ﹤0.01% 858
2025
Q1 		$8.03K Buy
23
+7
+44% +$2.46K ﹤0.01% 802
2024
Q4 		$5.44K Buy
+16
New +$5.97K ﹤0.01% 861
2023
Q1 		– Sell
-4
Closed -$958 – 1191
2022
Q4 		$958 Sell
4
-26
-87% -$6.01K ﹤0.01% 862
2022
Q3 		$6K Buy
30
+22
+275% +$5.21K ﹤0.01% 664
2022
Q2 		$2K Buy
+8
New +$2.05K ﹤0.01% 787

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

Bogart Wealth LLC's SHW Position: Q2 2026 in Review

Bogart Wealth LLC increased its Sherwin-Williams (SHW) stake by 100% in Q2 2026, buying an estimated $9.26K and bringing the position to 58 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Bogart Wealth LLC first reported a position in SHW in Q2 2022 and has held it in 10 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Bogart Wealth LLC held 58 shares of Sherwin-Williams worth $20K as of Q2 2026.
  • Bogart Wealth LLC bought 29 Sherwin-Williams shares in Q2 2026, an estimated $9.26K.
  • Sherwin-Williams made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #804 holding.
  • Bogart Wealth LLC first reported a position in Sherwin-Williams in Q2 2022 and has held it in 10 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.