Center for Financial Planning’s Sherwin-Williams SHW Stock Holding History

Center for Financial Planning’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	$18.6K	Hold	54	–	–	﹤0.01%	433
2026 Q1	$17.3K	Hold	54	–	–	﹤0.01%	429
2025 Q4	$17.5K	Hold	54	–	–	﹤0.01%	432
2025 Q3	$18.7K	Hold	54	–	–	﹤0.01%	426
2025 Q2	$18.5K	Hold	54	–	–	﹤0.01%	400
2025 Q1	$18.9K	Hold	54	–	–	﹤0.01%	399
2024 Q4	$18.4K	Hold	54	–	–	﹤0.01%	357
2024 Q3	$20.6K	Hold	54	–	–	﹤0.01%	335
2024 Q2	$16.1K	Hold	54	–	–	﹤0.01%	336
2024 Q1	$18.8K	Hold	54	–	–	﹤0.01%	335
2023 Q4	$16.8K	Hold	54	–	–	﹤0.01%	318
2023 Q3	$13.8K	Hold	54	–	–	﹤0.01%	324
2023 Q2	$14.3K	Hold	54	–	–	﹤0.01%	348
2023 Q1	$12.1K	Hold	54	–	–	﹤0.01%	341
2022 Q4	$12.8K	Hold	54	–	–	﹤0.01%	328
2022 Q3	$11K	Hold	54	–	–	﹤0.01%	353
2022 Q2	$12K	Hold	54	–	–	﹤0.01%	343
2022 Q1	$13K	Hold	54	–	–	﹤0.01%	351
2021 Q4	$19K	Hold	54	–	–	﹤0.01%	310
2021 Q3	$15K	Hold	54	–	–	﹤0.01%	325
2021 Q2	$15K	Hold	54	–	–	﹤0.01%	328
2021 Q1	$13K	Hold	54	–	–	﹤0.01%	356
2020 Q4	$13K	Hold	54	–	–	﹤0.01%	325
2020 Q3	$13K	Hold	54	–	–	﹤0.01%	293
2020 Q2	$10K	Sell	54 -135	-71%	-$24.3K	﹤0.01%	309
2020 Q1	$29K	Buy	189 +135	+250%	+$24.4K	0.01%	221
2019 Q4	$11K	Buy	+54	New	+$10.3K	﹤0.01%	307

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Center for Financial Planning's SHW Position: Q2 2026 in Review

Center for Financial Planning held its Sherwin-Williams (SHW) position steady in Q2 2026 at 54 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Center for Financial Planning first reported a position in SHW in Q4 2019 and has held it in 27 quarters since. The position peaked at $29K in Q1 2020. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Center for Financial Planning held 54 shares of Sherwin-Williams worth $18.6K as of Q2 2026.
Center for Financial Planning left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #433 holding.
Center for Financial Planning first reported a position in Sherwin-Williams in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Sherwin-Williams position peaked at $29K in Q1 2020.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.