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Capital & Planning LLC’s Sherwin-Williams SHW Stock Holding History

Capital & Planning LLC’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 		$9.62K Buy
+30
New +$10.3K 0.01% 99
2025
Q1 		– Sell
-32
Closed -$10.9K – 154
2024
Q4 		$10.9K Buy
+32
New +$11.9K 0.01% 93

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital & Planning LLC's SHW Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Sherwin-Williams (SHW) in Q1 2026: 30 shares worth $9.62K. The stake represents 0.01% of the portfolio and ranks #99 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in SHW as recently as Q4 2024.

Capital & Planning LLC first reported a position in SHW in Q4 2024 and has held it in 2 quarters since. The position peaked at $10.9K in Q4 2024. 1,698 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Capital & Planning LLC held 30 shares of Sherwin-Williams worth $9.62K as of Q1 2026.
  • Sherwin-Williams was a new Capital & Planning LLC position in Q1 2026.
  • Sherwin-Williams made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #99 holding.
  • Capital & Planning LLC first reported a position in Sherwin-Williams in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Sherwin-Williams position peaked at $10.9K in Q4 2024.
  • 1,698 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.