CPL
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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
Q2 		– Sell
-30
Closed -$9.62K – 137
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 $3.38T 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 & Planning LLC's SHW Position: Q2 2026 in Review

Capital & Planning LLC sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 30 shares — an estimated $9.62K sold.

Capital & Planning LLC first reported a position in SHW in Q4 2024 and held it in 2 quarters. The position peaked at $10.9K in Q4 2024. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Capital & Planning LLC reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 30 Sherwin-Williams shares in Q2 2026, an estimated $9.62K.
  • Capital & Planning LLC first reported a position in Sherwin-Williams in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Sherwin-Williams position peaked at $10.9K in Q4 2024.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.