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CM Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

CM Wealth Advisors’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 		$836K Buy
2,427
+347
+17% +$111K 0.15% 64
2026
Q1 		$667K Buy
2,080
+61
+3% +$21K 0.14% 64
2025
Q4 		$654K Sell
2,019
-190
-9% -$63.6K 0.15% 63
2025
Q3 		$765K Buy
2,209
+51
+2% +$18K 0.2% 40
2025
Q2 		$741K Sell
2,158
-278
-11% -$96.3K 0.22% 39
2025
Q1 		$851K Hold
2,436
– – 0.27% 33
2024
Q4 		$828K Buy
2,436
+15
+0.6% +$5.6K 0.27% 33
2024
Q3 		$924K Buy
2,421
+954
+65% +$333K 0.3% 31
2024
Q2 		$438K Buy
1,467
+117
+9% +$36.2K 0.21% 44
2024
Q1 		$430K Sell
1,350
-117
-8% -$37.3K 0.12% 89
2023
Q4 		$458K Buy
1,467
+450
+44% +$121K 0.2% 47
2023
Q3 		$271K Sell
1,017
-2,157
-68% -$577K 0.1% 68
2023
Q2 		$889K Sell
3,174
-1,420
-31% -$334K 0.29% 35
2023
Q1 		$1.05M Buy
4,594
+3,577
+352% +$819K 0.2% 149
2022
Q4 		$241K Sell
1,017
-450
-31% -$104K 0.12% 61
2022
Q3 		$300K Hold
1,467
– – 0.17% 54
2022
Q2 		$328K Buy
+1,467
New +$376K 0.2% 51

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
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

CM Wealth Advisors's SHW Position: Q2 2026 in Review

CM Wealth Advisors increased its Sherwin-Williams (SHW) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 2,427 shares worth $836K. The position accounts for 0.15% of the portfolio, ranked #64.

CM Wealth Advisors first reported a position in SHW in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2023. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • CM Wealth Advisors held 2,427 shares of Sherwin-Williams worth $836K as of Q2 2026.
  • CM Wealth Advisors bought 347 Sherwin-Williams shares in Q2 2026, an estimated $111K.
  • Sherwin-Williams made up 0.15% of CM Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • CM Wealth Advisors first reported a position in Sherwin-Williams in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Sherwin-Williams position peaked at $1.05M in Q1 2023.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.