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Daymark Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Daymark Wealth Partners’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 		$71.6M Buy
223,393
+3,653
+2% +$1.26M 2.25% 8
2025
Q4 		$71.2M Buy
219,740
+194,096
+757% +$64.9M 2.27% 8
2025
Q3 		$8.88M Buy
25,644
+481
+2% +$170K 0.3% 66
2025
Q2 		$8.64M Buy
25,163
+123
+0.5% +$42.6K 0.33% 64
2025
Q1 		$8.74M Sell
25,040
-50
-0.2% -$17.5K 0.38% 58
2024
Q4 		$8.53M Sell
25,090
-494
-2% -$184K 0.36% 59
2024
Q3 		$9.76M Buy
25,584
+48
+0.2% +$16.8K 0.41% 56
2024
Q2 		$7.62M Sell
25,536
-42
-0.2% -$13K 0.35% 63
2024
Q1 		$8.88M Sell
25,578
-3
-0% -$956 0.48% 51
2023
Q4 		$7.98M Sell
25,581
-94
-0.4% -$25.3K 0.49% 48
2023
Q3 		$6.55M Buy
25,675
+3,325
+15% +$890K 0.45% 52
2023
Q2 		$5.93M Buy
+22,350
New +$5.26M 0.44% 55

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

Daymark Wealth Partners's SHW Position: Q1 2026 in Review

Daymark Wealth Partners increased its Sherwin-Williams (SHW) stake by 1.7% in Q1 2026, buying an estimated $1.26M and bringing the position to 223,393 shares worth $71.6M. The position accounts for 2.25% of the portfolio, ranked #8.

Daymark Wealth Partners first reported a position in SHW in Q2 2023 and has held it in 12 quarters since. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Daymark Wealth Partners held 223,393 shares of Sherwin-Williams worth $71.6M as of Q1 2026.
  • Daymark Wealth Partners bought 3,653 Sherwin-Williams shares in Q1 2026, an estimated $1.26M.
  • Sherwin-Williams made up 2.25% of Daymark Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Daymark Wealth Partners first reported a position in Sherwin-Williams in Q2 2023 and has held it in 12 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.