Boit C.F. David’s Sherwin-Williams SHW Stock Holding History

Boit C.F. David’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	$291K	Hold	900	–	–	0.12%	76
2026 Q2	$310K	Hold	900	–	–	0.13%	76
2026 Q1	$288K	Hold	900	–	–	0.13%	76
2025 Q4	$318K	Hold	900	–	–	0.14%	77
2025 Q3	$312K	Hold	900	–	–	0.14%	77
2025 Q2	$309K	Hold	900	–	–	0.15%	76
2025 Q1	$314K	Hold	900	–	–	0.16%	73
2024 Q4	$306K	Hold	900	–	–	0.12%	77
2024 Q3	$340K	Hold	900	–	–	0.17%	74
2024 Q2	$269K	Hold	900	–	–	0.14%	79
2024 Q1	$273K	Hold	900	–	–	0.15%	74
2023 Q4	$267K	Hold	900	–	–	0.15%	77
2023 Q3	$227K	Hold	900	–	–	0.16%	67
2023 Q2	$239K	Hold	900	–	–	0.16%	69
2023 Q1	$210K	Hold	900	–	–	0.14%	70
2022 Q4	$214K	Hold	900	–	–	0.15%	68
2022 Q3	$184K	Buy	+900	New	+$213K	0.15%	67
2022 Q1	$317K	Hold	900	–	–	0.21%	63
2021 Q4	$317K	Hold	900	–	–	0.2%	64
2021 Q3	$257K	Hold	900	–	–	0.18%	67
2021 Q2	$245K	Buy	+900	New	+$247K	0.19%	59

Other funds holding SHW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boit C.F. David's SHW Position: Q3 2026 in Review

Boit C.F. David held its Sherwin-Williams (SHW) position steady in Q3 2026 at 900 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #76.

Boit C.F. David first reported a position in SHW in Q2 2021 and has held it in 21 quarters since. The position peaked at $340K in Q3 2024. 1,492 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Boit C.F. David held 900 shares of Sherwin-Williams worth $291K as of Q3 2026.
Boit C.F. David left its Sherwin-Williams share count unchanged in Q3 2026.
Sherwin-Williams made up 0.12% of Boit C.F. David's portfolio in Q3 2026, its #76 holding.
Boit C.F. David first reported a position in Sherwin-Williams in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's Sherwin-Williams position peaked at $340K in Q3 2024.
1,492 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.