CWM
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Connecticut Wealth Management’s Sherwin-Williams SHW Stock Holding History

Connecticut Wealth Management’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 		$869K Sell
2,525
-12
-0.5% -$3.83K 0.03% 182
2026
Q1 		$813K Sell
2,537
-23
-0.9% -$7.92K 0.03% 179
2025
Q4 		$830K Sell
2,560
-6
-0.2% -$2.01K 0.04% 174
2025
Q3 		$889K Buy
2,566
+16
+0.6% +$5.64K 0.04% 164
2025
Q2 		$876K Hold
2,550
– – 0.04% 163
2025
Q1 		$890K Hold
2,550
– – 0.05% 157
2024
Q4 		$867K Sell
2,550
-85
-3% -$31.7K 0.04% 142
2024
Q3 		$1.01M Sell
2,635
-124
-4% -$43.3K 0.05% 155
2024
Q2 		$823K Buy
2,759
+73
+3% +$22.6K 0.04% 168
2024
Q1 		$933K Sell
2,686
-32
-1% -$10.2K 0.05% 158
2023
Q4 		$848K Buy
2,718
+22
+0.8% +$5.92K 0.05% 161
2023
Q3 		$688K Buy
2,696
+42
+2% +$11.2K 0.05% 139
2023
Q2 		$705K Sell
2,654
-78
-3% -$18.4K 0.05% 120
2023
Q1 		$614K Sell
2,732
-164
-6% -$37.5K 0.05% 125
2022
Q4 		$687K Buy
2,896
+164
+6% +$37.9K 0.06% 104
2022
Q3 		$559K Buy
2,732
+347
+15% +$82.2K 0.05% 109
2022
Q2 		$534K Buy
2,385
+125
+6% +$32.1K 0.05% 116
2022
Q1 		$564K Buy
2,260
+10
+0.4% +$2.76K 0.04% 118
2021
Q4 		$792K Buy
2,250
+780
+53% +$252K 0.06% 95
2021
Q3 		$411K Buy
1,470
+25
+2% +$7.32K 0.04% 128
2021
Q2 		$394K Sell
1,445
-373
-21% -$102K 0.03% 130
2021
Q1 		$447K Buy
1,818
+93
+5% +$22.2K 0.04% 104
2020
Q4 		$422K Sell
1,725
-72
-4% -$17.1K 0.04% 126
2020
Q3 		$418K Buy
+1,797
New +$392K 0.05% 137

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Connecticut Wealth Management's SHW Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Sherwin-Williams (SHW) stake by 0.47% in Q2 2026, selling an estimated $3.83K and leaving 2,525 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #182.

Connecticut Wealth Management first reported a position in SHW in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q3 2024. 775 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Connecticut Wealth Management held 2,525 shares of Sherwin-Williams worth $869K as of Q2 2026.
  • Connecticut Wealth Management sold 12 Sherwin-Williams shares in Q2 2026, an estimated $3.83K.
  • Sherwin-Williams made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Connecticut Wealth Management first reported a position in Sherwin-Williams in Q3 2020 and has held it in 24 quarters since.
  • Connecticut Wealth Management's Sherwin-Williams position peaked at $1.01M in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.