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Cherry Tree Wealth Management’s Sherwin-Williams SHW Stock Holding History

Cherry Tree Wealth Management’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 		$962 Hold
3
– – ﹤0.01% 540
2025
Q4 		$973 Sell
3
-18
-86% -$6.02K ﹤0.01% 542
2025
Q3 		$7.27K Hold
21
– – ﹤0.01% 440
2025
Q2 		$7.21K Sell
21
-5
-19% -$1.73K ﹤0.01% 448
2025
Q1 		$9.08K Hold
26
– – ﹤0.01% 441
2024
Q4 		$8.84K Hold
26
– – ﹤0.01% 430
2024
Q3 		$9.92K Hold
26
– – ﹤0.01% 418
2024
Q2 		$7.76K Hold
26
– – ﹤0.01% 423
2024
Q1 		$9.03K Hold
26
– – ﹤0.01% 388
2023
Q4 		$8.11K Sell
26
-21
-45% -$5.65K ﹤0.01% 380
2023
Q3 		$12K Buy
47
+18
+62% +$4.82K ﹤0.01% 330
2023
Q2 		$7.7K Buy
+29
New +$6.83K ﹤0.01% 363

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

Cherry Tree Wealth Management's SHW Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Sherwin-Williams (SHW) position steady in Q1 2026 at 3 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Cherry Tree Wealth Management first reported a position in SHW in Q2 2023 and has held it in 12 quarters since. The position peaked at $12K in Q3 2023. 1,698 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Cherry Tree Wealth Management held 3 shares of Sherwin-Williams worth $962 as of Q1 2026.
  • Cherry Tree Wealth Management left its Sherwin-Williams share count unchanged in Q1 2026.
  • Sherwin-Williams made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #540 holding.
  • Cherry Tree Wealth Management first reported a position in Sherwin-Williams in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Sherwin-Williams position peaked at $12K in Q3 2023.
  • 1,698 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.