Defined Wealth Management’s Sherwin-Williams SHW Stock Holding History

Defined 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	$365K	Buy	1,060 +26	+3%	+$8.31K	0.19%	88
2026 Q1	$331K	Sell	1,034 -20	-2%	-$6.88K	0.19%	90
2025 Q4	$342K	Sell	1,054 -11	-1%	-$3.68K	0.2%	89
2025 Q3	$369K	Buy	1,065 +60	+6%	+$21.2K	0.21%	86
2025 Q2	$345K	Buy	1,005 +78	+8%	+$27K	0.21%	89
2025 Q1	$324K	Sell	927 -4	-0.4%	-$1.4K	0.22%	90
2024 Q4	$316K	Buy	931 +1	+0.1%	+$373	0.21%	93
2024 Q3	$355K	Buy	930 +22	+2%	+$7.68K	0.23%	91
2024 Q2	$271K	Buy	908 +4	+0.4%	+$1.24K	0.19%	97
2024 Q1	$314K	Hold	904	–	–	0.23%	92
2023 Q4	$282K	Buy	904 +11	+1%	+$2.96K	0.22%	92
2023 Q3	$228K	Buy	893 +2	+0.2%	+$535	0.19%	96
2023 Q2	$237K	Buy	+891	New	+$210K	0.2%	94

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Defined Wealth Management increased its Sherwin-Williams (SHW) stake by 2.5% in Q2 2026, buying an estimated $8.31K and bringing the position to 1,060 shares worth $365K. The position accounts for 0.19% of the portfolio, ranked #88.

Defined Wealth Management first reported a position in SHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $369K in Q3 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Defined Wealth Management held 1,060 shares of Sherwin-Williams worth $365K as of Q2 2026.
Defined Wealth Management bought 26 Sherwin-Williams shares in Q2 2026, an estimated $8.31K.
Sherwin-Williams made up 0.19% of Defined Wealth Management's portfolio in Q2 2026, its #88 holding.
Defined Wealth Management first reported a position in Sherwin-Williams in Q2 2023 and has held it in 13 quarters since.
Defined Wealth Management's Sherwin-Williams position peaked at $369K in Q3 2025.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.