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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
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
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

Burling Wealth Partners's SHW Position: Q1 2026 in Review

Burling Wealth Partners reduced its Sherwin-Williams (SHW) stake by 18% in Q1 2026, selling an estimated $294K and leaving 3,991 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #86.

Burling Wealth Partners first reported a position in SHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2024. 1,689 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Burling Wealth Partners held 3,991 shares of Sherwin-Williams worth $1.28M as of Q1 2026.
  • Burling Wealth Partners sold 853 Sherwin-Williams shares in Q1 2026, an estimated $294K.
  • Sherwin-Williams made up 0.21% of Burling Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • Burling Wealth Partners first reported a position in Sherwin-Williams in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Sherwin-Williams position peaked at $2.04M in Q4 2024.
  • 1,689 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.