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Concurrent Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Concurrent Investment 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 		$4.65M Sell
14,493
-2,841
-16% -$978K 0.05% 371
2025
Q4 		$5.62M Buy
17,334
+3,630
+26% +$1.21M 0.06% 301
2025
Q3 		$4.75M Sell
13,704
-1,030
-7% -$363K 0.08% 252
2025
Q2 		$5.06M Buy
14,734
+952
+7% +$330K 0.1% 221
2025
Q1 		$4.81M Buy
13,782
+596
+5% +$209K 0.12% 187
2024
Q4 		$4.48M Buy
13,186
+504
+4% +$188K 0.12% 176
2024
Q3 		$4.84M Buy
12,682
+1,432
+13% +$500K 0.14% 152
2024
Q2 		$3.36M Buy
11,250
+972
+9% +$301K 0.11% 191
2024
Q1 		$3.57M Buy
10,278
+2,123
+26% +$676K 0.14% 158
2023
Q4 		$2.54M Buy
+8,155
New +$2.19M 0.12% 184

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

Concurrent Investment Advisors's SHW Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Sherwin-Williams (SHW) stake by 16% in Q1 2026, selling an estimated $978K and leaving 14,493 shares worth $4.65M. The position accounts for 0.05% of the portfolio, ranked #371.

Concurrent Investment Advisors first reported a position in SHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.62M in Q4 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Concurrent Investment Advisors held 14,493 shares of Sherwin-Williams worth $4.65M as of Q1 2026.
  • Concurrent Investment Advisors sold 2,841 Sherwin-Williams shares in Q1 2026, an estimated $978K.
  • Sherwin-Williams made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #371 holding.
  • Concurrent Investment Advisors first reported a position in Sherwin-Williams in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Sherwin-Williams position peaked at $5.62M in Q4 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.