CWM
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Cabot Wealth Management’s Sherwin-Williams SHW Stock Holding History

Cabot Wealth Management’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 		$1.28M Sell
3,710
-1,635
-31% -$522K 0.13% 88
2026
Q1 		$1.71M Sell
5,345
-2,444
-31% -$841K 0.2% 84
2025
Q4 		$2.52M Sell
7,789
-794
-9% -$266K 0.28% 71
2025
Q3 		$2.97M Sell
8,583
-29
-0.3% -$10.2K 0.33% 70
2025
Q2 		$2.96M Sell
8,612
-48
-0.6% -$16.6K 0.35% 70
2025
Q1 		$3.02M Buy
8,660
+104
+1% +$36.5K 0.39% 62
2024
Q4 		$2.91M Buy
8,556
+20
+0.2% +$7.46K 0.37% 71
2024
Q3 		$3.26M Buy
8,536
+3,741
+78% +$1.31M 0.41% 62
2024
Q2 		$1.43M Sell
4,795
-11
-0.2% -$3.4K 0.19% 87
2024
Q1 		$1.67M Sell
4,806
-117
-2% -$37.3K 0.22% 84
2023
Q4 		$1.54M Sell
4,923
-3,167
-39% -$852K 0.21% 85
2023
Q3 		$2.06M Sell
8,090
-255
-3% -$68.3K 0.32% 72
2023
Q2 		$2.22M Sell
8,345
-396
-5% -$93.2K 0.33% 70
2023
Q1 		$1.97M Sell
8,741
-949
-10% -$217K 0.31% 75
2022
Q4 		$2.3M Sell
9,690
-1,029
-10% -$238K 0.39% 65
2022
Q3 		$2.19M Buy
10,719
+277
+3% +$65.6K 0.37% 68
2022
Q2 		$2.34M Buy
10,442
+70
+0.7% +$18K 0.37% 66
2022
Q1 		$2.59M Sell
10,372
-291
-3% -$80.4K 0.35% 69
2021
Q4 		$3.75M Buy
10,663
+33
+0.3% +$10.7K 0.48% 59
2021
Q3 		$2.97M Buy
10,630
+27
+0.3% +$7.9K 0.4% 64
2021
Q2 		$2.89M Buy
10,603
+250
+2% +$68.5K 0.39% 65
2021
Q1 		$2.55M Buy
+10,353
New +$2.47M 0.36% 64

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

Cabot Wealth Management's SHW Position: Q2 2026 in Review

Cabot Wealth Management reduced its Sherwin-Williams (SHW) stake by 31% in Q2 2026, selling an estimated $522K and leaving 3,710 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #88.

Cabot Wealth Management first reported a position in SHW in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.75M in Q4 2021. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Cabot Wealth Management held 3,710 shares of Sherwin-Williams worth $1.28M as of Q2 2026.
  • Cabot Wealth Management sold 1,635 Sherwin-Williams shares in Q2 2026, an estimated $522K.
  • Sherwin-Williams made up 0.13% of Cabot Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Cabot Wealth Management first reported a position in Sherwin-Williams in Q1 2021 and has held it in 22 quarters since.
  • Cabot Wealth Management's Sherwin-Williams position peaked at $3.75M in Q4 2021.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.