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	-$1.44M	–	23
2020 Q4	$1.44M	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Briaud Financial Planning's SHW Position: Q3 2025 in Review

Briaud Financial Planning sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 420 shares — an estimated $144K sold.

Briaud Financial Planning first reported a position in SHW in Q3 2020 and held it in 9 quarters. The position peaked at $1.44M in Q4 2020. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

Briaud Financial Planning reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 420 Sherwin-Williams shares in Q3 2025, an estimated $144K.
Briaud Financial Planning first reported a position in Sherwin-Williams in Q3 2020 and held it in 9 quarters.
Briaud Financial Planning's Sherwin-Williams position peaked at $1.44M in Q4 2020.
1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.