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Capital Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Capital Investment Advisors’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 		$595K Buy
1,729
+167
+11% +$53.3K 0.01% 471
2026
Q1 		$501K Sell
1,562
-190
-11% -$65.4K 0.01% 490
2025
Q4 		$568K Sell
1,752
-640
-27% -$214K 0.01% 455
2025
Q3 		$828K Buy
2,392
+278
+13% +$98K 0.01% 366
2025
Q2 		$726K Buy
2,114
+934
+79% +$324K 0.01% 388
2025
Q1 		$412K Buy
1,180
+443
+60% +$155K 0.01% 469
2024
Q4 		$251K Buy
737
+39
+6% +$14.6K 0.01% 561
2024
Q3 		$266K Sell
698
-33
-5% -$11.5K 0.01% 547
2024
Q2 		$218K Buy
731
+48
+7% +$14.8K ﹤0.01% 575
2024
Q1 		$237K Buy
+683
New +$218K 0.01% 543
2023
Q1 		– Sell
-925
Closed -$219K – 597
2022
Q4 		$219K Buy
+925
New +$214K 0.01% 510

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital Investment Advisors's SHW Position: Q2 2026 in Review

Capital Investment Advisors increased its Sherwin-Williams (SHW) stake by 11% in Q2 2026, buying an estimated $53.3K and bringing the position to 1,729 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #471.

Capital Investment Advisors first reported a position in SHW in Q4 2022 and has held it in 11 quarters since. The position peaked at $828K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Capital Investment Advisors held 1,729 shares of Sherwin-Williams worth $595K as of Q2 2026.
  • Capital Investment Advisors bought 167 Sherwin-Williams shares in Q2 2026, an estimated $53.3K.
  • Sherwin-Williams made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #471 holding.
  • Capital Investment Advisors first reported a position in Sherwin-Williams in Q4 2022 and has held it in 11 quarters since.
  • Capital Investment Advisors's Sherwin-Williams position peaked at $828K in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.