BFP
SHW icon

Briaud Financial Planning’s Sherwin-Williams SHW Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-420
Closed -$144K – 287
2025
Q2 		$144K Sell
420
-53
-11% -$18.4K 0.06% 53
2025
Q1 		$165K Sell
473
-22
-4% -$7.72K 0.07% 41
2024
Q4 		$168K Hold
495
– – 0.07% 35
2024
Q3 		$188K Hold
495
– – 0.1% 30
2024
Q2 		$147K Hold
495
– – 0.08% 29
2024
Q1 		$172K Buy
+495
New +$158K 0.1% 25
2023
Q4 		– Sell
-495
Closed -$126K – 137
2023
Q3 		$126K Buy
+495
New +$133K 0.1% 29
2021
Q1 		– Sell
-5,871
Closed -$1.44K – 23
2020
Q4 		$1.44K Buy
5,871
+2,934
+100% +$696K 0.92% 9
2020
Q3 		$668K Buy
+2,937
New +$641K 0.48% 8

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return