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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
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 		$300M 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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CM Wealth Advisors's SHW Position: Q1 2026 in Review

CM Wealth Advisors increased its Sherwin-Williams (SHW) stake by 3% in Q1 2026, buying an estimated $21K and bringing the position to 2,080 shares worth $667K. The position accounts for 0.14% of the portfolio, ranked #64.

CM Wealth Advisors first reported a position in SHW in Q2 2022 and has held it in 16 quarters since. The position peaked at $300M in Q3 2022. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • CM Wealth Advisors held 2,080 shares of Sherwin-Williams worth $667K as of Q1 2026.
  • CM Wealth Advisors bought 61 Sherwin-Williams shares in Q1 2026, an estimated $21K.
  • Sherwin-Williams made up 0.14% of CM Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • CM Wealth Advisors first reported a position in Sherwin-Williams in Q2 2022 and has held it in 16 quarters since.
  • CM Wealth Advisors's Sherwin-Williams position peaked at $300M in Q3 2022.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.