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
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 $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

Concord Wealth Partners's SHW Position: Q1 2026 in Review

Concord Wealth Partners sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 36 shares — an estimated $11.7K sold.

Concord Wealth Partners first reported a position in SHW in Q1 2021 and held it in 19 quarters. The position peaked at $27K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Concord Wealth Partners reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 36 Sherwin-Williams shares in Q1 2026, an estimated $11.7K.
  • Concord Wealth Partners first reported a position in Sherwin-Williams in Q1 2021 and held it in 19 quarters.
  • Concord Wealth Partners's Sherwin-Williams position peaked at $27K in Q4 2021.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.