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

Cornerstone 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
Q3 		$502K Hold
1,554
– – 0.02% 487
2026
Q2 		$535K Sell
1,554
-219
-12% -$70K 0.02% 473
2026
Q1 		$568K Hold
1,773
– – 0.03% 416
2025
Q4 		$575K Sell
1,773
-35
-2% -$11.7K 0.03% 398
2025
Q3 		$626K Sell
1,808
-42
-2% -$14.8K 0.03% 368
2025
Q2 		$635K Hold
1,850
– – 0.04% 340
2025
Q1 		$646K Buy
1,850
+14
+0.8% +$4.91K 0.04% 321
2024
Q4 		$624K Buy
1,836
+14
+0.8% +$5.22K 0.04% 314
2024
Q3 		$696K Buy
+1,822
New +$636K 0.05% 281
2022
Q1 		– Sell
-815
Closed -$286K – 519
2021
Q4 		$286K Buy
+815
New +$263K 0.03% 402
2018
Q1 		$576K Sell
4,527
-90
-2% -$12.3K 0.11% 186
2017
Q4 		$654K Sell
4,617
-75
-2% -$9.9K 0.12% 165
2017
Q3 		$597K Buy
4,692
+21
+0.4% +$2.41K 0.12% 169
2017
Q2 		$550K Buy
4,671
+393
+9% +$43.9K 0.12% 164
2017
Q1 		$442K Buy
4,278
+738
+21% +$74.3K 0.11% 188
2016
Q4 		$324K Buy
+3,540
New +$313K 0.1% 189

Other funds holding SHW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Cornerstone Wealth Management's SHW Position: Q3 2026 in Review

Cornerstone Wealth Management held its Sherwin-Williams (SHW) position steady in Q3 2026 at 1,554 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #487.

Cornerstone Wealth Management first reported a position in SHW in Q4 2016 and has held it in 16 quarters since. The position peaked at $696K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Cornerstone Wealth Management held 1,554 shares of Sherwin-Williams worth $502K as of Q3 2026.
  • Cornerstone Wealth Management left its Sherwin-Williams share count unchanged in Q3 2026.
  • Sherwin-Williams made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #487 holding.
  • Cornerstone Wealth Management first reported a position in Sherwin-Williams in Q4 2016 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Sherwin-Williams position peaked at $696K in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.