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Cornerstone Planning Group’s Sherwin-Williams SHW Stock Holding History

Cornerstone Planning Group’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 		$84.6K Sell
264
-9
-3% -$2.88K 0.01% 276
2026
Q1 		$85.3K Buy
273
+24
+10% +$8.26K 0.01% 275
2025
Q4 		$87.2K Sell
249
-339
-58% -$113K 0.01% 229
2025
Q3 		$10.7K Buy
588
+330
+128% +$116K ﹤0.01% 762
2025
Q2 		$90.7K Sell
258
-34
-12% -$11.8K 0.02% 151
2025
Q1 		$96.8K Buy
292
+96
+49% +$33.7K 0.02% 143
2024
Q4 		$71.4K Buy
196
+2
+1% +$746 0.02% 146
2024
Q3 		$70K Sell
194
-14
-7% -$4.89K 0.02% 146
2024
Q2 		$70.3K Sell
208
-15
-7% -$4.64K 0.02% 166
2024
Q1 		$69.1K Sell
223
-16
-7% -$5.1K 0.02% 138
2023
Q4 		$74.5K Buy
239
+12
+5% +$3.23K 0.02% 142
2023
Q3 		$57.8K Sell
227
-34
-13% -$9.1K 0.02% 164
2023
Q2 		$69.2K Buy
+261
New +$61.4K 0.03% 188
2022
Q4 		$48K Buy
+204
New +$47.2K 0.02% 279

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's SHW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Sherwin-Williams (SHW) stake by 3.3% in Q2 2026, selling an estimated $2.88K and leaving 264 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #276.

Cornerstone Planning Group first reported a position in SHW in Q4 2022 and has held it in 14 quarters since. The position peaked at $96.8K in Q1 2025. 1,023 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Cornerstone Planning Group held 264 shares of Sherwin-Williams worth $84.6K as of Q2 2026.
  • Cornerstone Planning Group sold 9 Sherwin-Williams shares in Q2 2026, an estimated $2.88K.
  • Sherwin-Williams made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #276 holding.
  • Cornerstone Planning Group first reported a position in Sherwin-Williams in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Sherwin-Williams position peaked at $96.8K in Q1 2025.
  • 1,023 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.