Burling Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Burling Wealth Partners’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	$1.3M	Sell	3,782 -209	-5%	-$66.8K	0.19%	90
2026 Q1	$1.28M	Sell	3,991 -853	-18%	-$294K	0.21%	86
2025 Q4	$1.57M	Buy	4,844 +82	+2%	+$27.4K	0.24%	78
2025 Q3	$1.65M	Sell	4,762 -266	-5%	-$93.8K	0.27%	75
2025 Q2	$1.73M	Sell	5,028 -383	-7%	-$133K	0.32%	70
2025 Q1	$1.89M	Sell	5,411 -600	-10%	-$211K	0.4%	66
2024 Q4	$2.04M	Buy	+6,011	New	+$2.24M	0.42%	65

Other funds holding SHW

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Burling Wealth Partners's SHW Position: Q2 2026 in Review

Burling Wealth Partners reduced its Sherwin-Williams (SHW) stake by 5.2% in Q2 2026, selling an estimated $66.8K and leaving 3,782 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #90.

Burling Wealth Partners first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2024. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Burling Wealth Partners held 3,782 shares of Sherwin-Williams worth $1.3M as of Q2 2026.
Burling Wealth Partners sold 209 Sherwin-Williams shares in Q2 2026, an estimated $66.8K.
Sherwin-Williams made up 0.19% of Burling Wealth Partners's portfolio in Q2 2026, its #90 holding.
Burling Wealth Partners first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's Sherwin-Williams position peaked at $2.04M in Q4 2024.
1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.