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Boyce & Associates Wealth Consulting’s Sherwin-Williams SHW Stock Holding History

Boyce & Associates Wealth Consulting’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 		$275K Buy
798
+2
+0.3% +$639 0.19% 67
2026
Q1 		$255K Buy
796
+2
+0.3% +$688 0.19% 71
2025
Q4 		$257K Sell
794
-981
-55% -$328K 0.22% 63
2025
Q3 		$615K Buy
1,775
+4
+0.2% +$1.41K 0.5% 37
2025
Q2 		$608K Buy
1,771
+3
+0.2% +$1.04K 0.56% 36
2025
Q1 		$617K Buy
1,768
+4
+0.2% +$1.4K 0.62% 33
2024
Q4 		$600K Buy
1,764
+3
+0.2% +$1.12K 0.61% 32
2024
Q3 		$672K Buy
1,761
+4
+0.2% +$1.4K 0.7% 31
2024
Q2 		$524K Sell
1,757
-26
-1% -$8.04K 0.62% 31
2024
Q1 		$619K Buy
1,783
+3
+0.2% +$956 0.8% 25
2023
Q4 		$555K Buy
1,780
+3
+0.2% +$807 0.81% 25
2023
Q3 		$453K Buy
1,777
+4
+0.2% +$1.07K 0.75% 24
2023
Q2 		$471K Buy
1,773
+4
+0.2% +$942 0.79% 23
2023
Q1 		$396K Buy
1,769
+4
+0.2% +$915 0.71% 29
2022
Q4 		$419K Buy
1,765
+4
+0.2% +$925 0.8% 24
2022
Q3 		$361K Buy
1,761
+4
+0.2% +$948 0.74% 24
2022
Q2 		$393K Buy
1,757
+4
+0.2% +$1.03K 0.71% 26
2022
Q1 		$438K Buy
+1,753
New +$484K 0.65% 30

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

Boyce & Associates Wealth Consulting's SHW Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Sherwin-Williams (SHW) stake by 0.25% in Q2 2026, buying an estimated $639 and bringing the position to 798 shares worth $275K. The position accounts for 0.19% of the portfolio, ranked #67.

Boyce & Associates Wealth Consulting first reported a position in SHW in Q1 2022 and has held it in 18 quarters since. The position peaked at $672K in Q3 2024. 1,739 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 798 shares of Sherwin-Williams worth $275K as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 2 Sherwin-Williams shares in Q2 2026, an estimated $639.
  • Sherwin-Williams made up 0.19% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #67 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Sherwin-Williams in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's Sherwin-Williams position peaked at $672K in Q3 2024.
  • 1,739 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.