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Boreal Capital Management’s Sherwin-Williams SHW Stock Holding History

Boreal Capital 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 		$737K Buy
2,299
+820
+55% +$282K 0.6% 39
2025
Q4 		$479K Buy
1,479
+143
+11% +$47.8K 0.36% 74
2025
Q3 		$463K Buy
1,336
+171
+15% +$60.3K 0.37% 76
2025
Q2 		$400K Buy
+1,165
New +$404K 0.33% 84

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

Boreal Capital Management's SHW Position: Q1 2026 in Review

Boreal Capital Management increased its Sherwin-Williams (SHW) stake by 55% in Q1 2026, buying an estimated $282K and bringing the position to 2,299 shares worth $737K. The position accounts for 0.6% of the portfolio, ranked #39.

Boreal Capital Management first reported a position in SHW in Q2 2025 and has held it in 4 quarters since. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Boreal Capital Management held 2,299 shares of Sherwin-Williams worth $737K as of Q1 2026.
  • Boreal Capital Management bought 820 Sherwin-Williams shares in Q1 2026, an estimated $282K.
  • Sherwin-Williams made up 0.6% of Boreal Capital Management's portfolio in Q1 2026, its #39 holding.
  • Boreal Capital Management first reported a position in Sherwin-Williams in Q2 2025 and has held it in 4 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.