Creative Planning’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.4M | Buy |
73,083
+2,690
| +4% | +$926K | 0.02% | 376 |
|
|
2025
Q4 | $22.8M | Buy |
70,393
+5,250
| +8% | +$1.76M | 0.02% | 343 |
|
|
2025
Q3 | $22.6M | Buy |
65,143
+4,804
| +8% | +$1.69M | 0.02% | 335 |
|
|
2025
Q2 | $20.7M | Buy |
60,339
+5,459
| +10% | +$1.89M | 0.02% | 331 |
|
|
2025
Q1 | $19.2M | Buy |
54,880
+5,971
| +12% | +$2.1M | 0.02% | 338 |
|
|
2024
Q4 | $16.6M | Buy |
48,909
+2,912
| +6% | +$1.09M | 0.02% | 329 |
|
|
2024
Q3 | $17.6M | Buy |
45,997
+4,770
| +12% | +$1.66M | 0.02% | 309 |
|
|
2024
Q2 | $12.3M | Sell |
41,227
-582
| -1% | -$180K | 0.01% | 363 |
|
|
2024
Q1 | $14.5M | Buy |
41,809
+3,516
| +9% | +$1.12M | 0.02% | 318 |
|
|
2023
Q4 | $11.9M | Buy |
38,293
+1,973
| +5% | +$531K | 0.02% | 348 |
|
|
2023
Q3 | $9.26M | Buy |
36,320
+220
| +0.6% | +$58.9K | 0.01% | 373 |
|
|
2023
Q2 | $9.59M | Buy |
36,100
+2,264
| +7% | +$533K | 0.01% | 358 |
|
|
2023
Q1 | $7.61M | Buy |
33,836
+147
| +0.4% | +$33.6K | 0.01% | 397 |
|
|
2022
Q4 | $8M | Buy |
33,689
+2,391
| +8% | +$553K | 0.01% | 386 |
|
|
2022
Q3 | $6.41M | Buy |
31,298
+596
| +2% | +$141K | 0.01% | 391 |
|
|
2022
Q2 | $6.88M | Buy |
30,702
+1,729
| +6% | +$444K | 0.01% | 385 |
|
|
2022
Q1 | $7.23M | Buy |
28,973
+1,355
| +5% | +$374K | 0.01% | 372 |
|
|
2021
Q4 | $9.73M | Buy |
27,618
+695
| +3% | +$225K | 0.02% | 288 |
|
|
2021
Q3 | $7.53M | Buy |
26,923
+6,311
| +31% | +$1.85M | 0.01% | 320 |
|
|
2021
Q2 | $5.62M | Sell |
20,612
-4,765
| -19% | -$1.31M | 0.01% | 380 |
|
|
2021
Q1 | $6.24M | Buy |
25,377
+378
| +2% | +$90.1K | 0.01% | 359 |
|
|
2020
Q4 | $6.12M | Buy |
24,999
+1,671
| +7% | +$396K | 0.01% | 334 |
|
|
2020
Q3 | $5.42M | Buy |
23,328
+939
| +4% | +$205K | 0.01% | 301 |
|
|
2020
Q2 | $4.31M | Sell |
22,389
-3,075
| -12% | -$554K | 0.01% | 308 |
|
|
2020
Q1 | $3.9M | Buy |
25,464
+2,421
| +11% | +$437K | 0.01% | 290 |
|
|
2019
Q4 | $4.48M | Buy |
23,043
+2,106
| +10% | +$402K | 0.01% | 315 |
|
|
2019
Q3 | $3.84M | Sell |
20,937
-1,668
| -7% | -$284K | 0.01% | 340 |
|
|
2019
Q2 | $3.45M | Buy |
22,605
+1,146
| +5% | +$171K | 0.01% | 360 |
|
|
2019
Q1 | $3.08M | Sell |
21,459
-3,357
| -14% | -$467K | 0.01% | 363 |
|
|
2018
Q4 | $3.25M | Buy |
24,816
+2,457
| +11% | +$331K | 0.01% | 327 |
|
|
2018
Q3 | $3.39M | Buy |
22,359
+1,446
| +7% | +$214K | 0.01% | 352 |
|
|
2018
Q2 | $2.84M | Sell |
20,913
-852
| -4% | -$110K | 0.01% | 385 |
|
|
2018
Q1 | $2.85M | Buy |
21,765
+3,300
| +18% | +$450K | 0.01% | 383 |
|
|
2017
Q4 | $2.52M | Sell |
18,465
-1,740
| -9% | -$229K | 0.01% | 408 |
|
|
2017
Q3 | $2.41M | Buy |
20,205
+1,923
| +11% | +$221K | 0.01% | 407 |
|
|
2017
Q2 | $2.14M | Sell |
18,282
-312
| -2% | -$34.9K | 0.01% | 420 |
|
|
2017
Q1 | $1.92M | Sell |
18,594
-9
| -0% | -$906 | 0.01% | 437 |
|
|
2016
Q4 | $1.67M | Buy |
18,603
+1,344
| +8% | +$119K | 0.01% | 457 |
|
|
2016
Q3 | $1.59M | Buy |
17,259
+11,052
| +178% | +$1.07M | 0.01% | 443 |
|
|
2016
Q2 | $608K | Buy |
6,207
+897
| +17% | +$87.4K | ﹤0.01% | 697 |
|
|
2016
Q1 | $504K | Sell |
5,310
-93
| -2% | -$8.14K | ﹤0.01% | 749 |
|
|
2015
Q4 | $468K | Buy |
5,403
+33
| +0.6% | +$2.85K | ﹤0.01% | 791 |
|
|
2015
Q3 | $399K | Buy |
+5,370
| New | +$471K | ﹤0.01% | 834 |
|
|
2015
Q2 | – | Sell |
-6,207
| Closed | -$589K | – | 2687 |
|
|
2015
Q1 | $589K | Buy |
6,207
+1,458
| +31% | +$136K | 0.01% | 671 |
|
|
2014
Q4 | $416K | Buy |
4,749
+1,002
| +27% | +$78.9K | ﹤0.01% | 765 |
|
|
2014
Q3 | $274K | Hold |
3,747
| – | – | ﹤0.01% | 908 |
|
|
2014
Q2 | $258K | Buy |
3,747
+213
| +6% | +$14.2K | ﹤0.01% | 916 |
|
|
2014
Q1 | $232K | Sell |
3,534
-297
| -8% | -$19.2K | ﹤0.01% | 933 |
|
|
2013
Q4 | $234K | Sell |
3,831
-402
| -9% | -$24.6K | ﹤0.01% | 796 |
|
|
2013
Q3 | $257K | Sell |
4,233
-825
| -16% | -$48.5K | 0.01% | 669 |
|
|
2013
Q2 | $298K | Buy |
+5,058
| New | +$305K | 0.01% | 546 |
|
Other funds holding SHW
VCM
VPM
Creative Planning's SHW Position: Q1 2026 in Review
Creative Planning increased its Sherwin-Williams (SHW) stake by 3.8% in Q1 2026, buying an estimated $926K and bringing the position to 73,083 shares worth $23.4M. The position accounts for 0.02% of the portfolio, ranked #376.
Creative Planning first reported a position in SHW in Q2 2013 and has held it in 51 quarters since. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.
- Creative Planning held 73,083 shares of Sherwin-Williams worth $23.4M as of Q1 2026.
- Creative Planning bought 2,690 Sherwin-Williams shares in Q1 2026, an estimated $926K.
- Sherwin-Williams made up 0.02% of Creative Planning's portfolio in Q1 2026, its #376 holding.
- Creative Planning first reported a position in Sherwin-Williams in Q2 2013 and has held it in 51 quarters since.
- 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.