COMPASS FINANCIAL MANAGEMENT LLC’s Sherwin-Williams SHW Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$3.11K	Buy	+9	New	+$2.88K	﹤0.01%	1264

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SHW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sherwin-Williams (SHW) in Q2 2026: 9 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings.

1,356 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 9 shares of Sherwin-Williams worth $3.11K as of Q2 2026.
Sherwin-Williams was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Sherwin-Williams made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1264 holding.
1,356 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.