Carson Wealth (CWM LLC)’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.89M | Sell |
12,126
-1,084
| -8% | -$373K | 0.01% | 917 |
|
|
2025
Q4 | $4.28M | Buy |
13,210
+270
| +2% | +$90.3K | 0.01% | 843 |
|
|
2025
Q3 | $4.48M | Buy |
12,940
+2,877
| +29% | +$1.01M | 0.01% | 762 |
|
|
2025
Q2 | $3.46M | Buy |
10,063
+1,940
| +24% | +$672K | 0.01% | 718 |
|
|
2025
Q1 | $2.84M | Sell |
8,123
-684
| -8% | -$240K | 0.01% | 711 |
|
|
2024
Q4 | $2.99M | Buy |
8,807
+67
| +0.8% | +$25K | 0.01% | 632 |
|
|
2024
Q3 | $3.34M | Buy |
8,740
+1,198
| +16% | +$418K | 0.01% | 552 |
|
|
2024
Q2 | $2.25M | Buy |
7,542
+598
| +9% | +$185K | 0.01% | 622 |
|
|
2024
Q1 | $2.41M | Buy |
6,944
+668
| +11% | +$213K | 0.01% | 572 |
|
|
2023
Q4 | $1.96M | Buy |
6,276
+547
| +10% | +$147K | 0.01% | 579 |
|
|
2023
Q3 | $1.46M | Buy |
5,729
+441
| +8% | +$118K | 0.01% | 619 |
|
|
2023
Q2 | $1.4M | Buy |
5,288
+205
| +4% | +$48.3K | 0.01% | 604 |
|
|
2023
Q1 | $1.14M | Buy |
5,083
+537
| +12% | +$123K | 0.01% | 631 |
|
|
2022
Q4 | $1.08M | Buy |
4,546
+1,162
| +34% | +$269K | 0.01% | 594 |
|
|
2022
Q3 | $693K | Buy |
3,384
+589
| +21% | +$140K | 0.01% | 660 |
|
|
2022
Q2 | $626K | Buy |
2,795
+514
| +23% | +$132K | ﹤0.01% | 675 |
|
|
2022
Q1 | $569K | Buy |
2,281
+324
| +17% | +$89.5K | ﹤0.01% | 690 |
|
|
2021
Q4 | $689K | Buy |
+1,957
| New | +$632K | ﹤0.01% | 650 |
|
|
2021
Q2 | $250K | Sell |
919
-1,838
| -67% | -$504K | ﹤0.01% | 833 |
|
|
2021
Q1 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2020
Q4 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2020
Q3 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2020
Q2 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2020
Q1 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2019
Q4 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2019
Q3 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2019
Q2 | $250K | Hold |
2,757
| – | – | ﹤0.01% | 833 |
|
|
2019
Q1 | $250K | Buy |
2,757
+1,815
| +193% | +$253K | ﹤0.01% | 833 |
|
|
2018
Q4 | $124K | Buy |
942
+102
| +12% | +$13.8K | ﹤0.01% | 688 |
|
|
2018
Q3 | $127K | Buy |
840
+450
| +115% | +$66.6K | ﹤0.01% | 583 |
|
|
2018
Q2 | $53K | Buy |
390
+312
| +400% | +$40.4K | ﹤0.01% | 619 |
|
|
2018
Q1 | $10K | Hold |
78
| – | – | ﹤0.01% | 857 |
|
|
2017
Q4 | $11K | Sell |
78
-18
| -19% | -$2.37K | ﹤0.01% | 865 |
|
|
2017
Q3 | $11K | Buy |
96
+9
| +10% | +$1.03K | ﹤0.01% | 868 |
|
|
2017
Q2 | $10K | Buy |
87
+9
| +12% | +$1.01K | ﹤0.01% | 778 |
|
|
2017
Q1 | $8K | Buy |
+78
| New | +$7.86K | ﹤0.01% | 801 |
|
|
2014
Q1 | – | Sell |
-156
| Closed | -$10K | – | 431 |
|
|
2013
Q4 | $10K | Buy |
156
+9
| +6% | +$551 | ﹤0.01% | 448 |
|
|
2013
Q3 | $9K | Buy |
+147
| New | +$8.64K | ﹤0.01% | 329 |
|
Other funds holding SHW
VCM
VPM
Carson Wealth (CWM LLC)'s SHW Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Sherwin-Williams (SHW) stake by 8.2% in Q1 2026, selling an estimated $373K and leaving 12,126 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #917.
Carson Wealth (CWM LLC) first reported a position in SHW in Q3 2013 and has held it in 38 quarters since. The position peaked at $4.48M in Q3 2025. 1,697 funds tracked by Wall St. Rank hold SHW as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,126 shares of Sherwin-Williams worth $3.89M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,084 Sherwin-Williams shares in Q1 2026, an estimated $373K.
- Sherwin-Williams made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #917 holding.
- Carson Wealth (CWM LLC) first reported a position in Sherwin-Williams in Q3 2013 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Sherwin-Williams position peaked at $4.48M in Q3 2025.
- 1,697 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.