CWP
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Concord Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Concord Wealth Partners’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 		$12.4K Buy
+36
New +$11.5K ﹤0.01% 544
2026
Q1 		– Sell
-36
Closed -$11.7K – 679
2025
Q4 		$11.7K Hold
36
– – ﹤0.01% 515
2025
Q3 		$12.5K Hold
36
– – ﹤0.01% 512
2025
Q2 		$12.4K Hold
36
– – ﹤0.01% 515
2025
Q1 		$12.6K Sell
36
-1
-3% -$351 ﹤0.01% 488
2024
Q4 		$12.6K Sell
37
-5
-12% -$1.87K ﹤0.01% 506
2024
Q3 		$16K Buy
42
+6
+17% +$2.09K ﹤0.01% 504
2024
Q2 		$10.7K Hold
36
– – ﹤0.01% 502
2024
Q1 		$12.5K Sell
36
-8
-18% -$2.55K ﹤0.01% 550
2023
Q4 		$13.7K Sell
44
-23
-34% -$6.18K ﹤0.01% 526
2023
Q3 		$17.1K Hold
67
– – ﹤0.01% 532
2023
Q2 		$17.8K Buy
67
+10
+18% +$2.35K ﹤0.01% 520
2023
Q1 		$12.8K Sell
57
-13
-19% -$2.98K ﹤0.01% 558
2022
Q4 		$16.6K Buy
+70
New +$16.2K 0.01% 559
2022
Q3 		– Sell
-78
Closed -$17K – 965
2022
Q2 		$17K Buy
78
+2
+3% +$513 ﹤0.01% 580
2022
Q1 		$19K Hold
76
– – ﹤0.01% 641
2021
Q4 		$27K Buy
76
+44
+138% +$14.2K 0.01% 579
2021
Q3 		$9K Sell
32
-36
-53% -$10.5K ﹤0.01% 488
2021
Q2 		$19K Buy
68
+2
+3% +$548 0.01% 512
2021
Q1 		$16K Buy
+66
New +$15.7K 0.01% 514

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

Concord Wealth Partners's SHW Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Sherwin-Williams (SHW) in Q2 2026: 36 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SHW as recently as Q4 2025.

Concord Wealth Partners first reported a position in SHW in Q1 2021 and has held it in 20 quarters since. The position peaked at $27K in Q4 2021. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Concord Wealth Partners held 36 shares of Sherwin-Williams worth $12.4K as of Q2 2026.
  • Sherwin-Williams was a new Concord Wealth Partners position in Q2 2026.
  • Sherwin-Williams made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #544 holding.
  • Concord Wealth Partners first reported a position in Sherwin-Williams in Q1 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's Sherwin-Williams position peaked at $27K in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.