EHWM
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Eads & Heald Wealth Management’s Sherwin-Williams SHW Stock Holding History

Eads & Heald 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
Q1 		$2M Sell
6,240
-73
-1% -$25.1K 1% 41
2025
Q4 		$2.05M Buy
6,313
+5
+0.1% +$1.67K 0.99% 36
2025
Q3 		$2.18M Buy
6,308
+26
+0.4% +$9.17K 1.04% 31
2025
Q2 		$2.16M Sell
6,282
-81
-1% -$28.1K 1.07% 31
2025
Q1 		$2.22M Sell
6,363
-147
-2% -$51.6K 1.13% 28
2024
Q4 		$2.21M Sell
6,510
-127
-2% -$47.4K 1.09% 32
2024
Q3 		$2.53M Sell
6,637
-654
-9% -$228K 1.2% 23
2024
Q2 		$2.18M Sell
7,291
-102
-1% -$31.6K 1.05% 36
2024
Q1 		$2.57M Sell
7,393
-272
-4% -$86.7K 1.2% 22
2023
Q4 		$2.39M Sell
7,665
-150
-2% -$40.3K 1.15% 28
2023
Q3 		$1.99M Sell
7,815
-47
-0.6% -$12.6K 1.05% 38
2023
Q2 		$2.09M Sell
7,862
-333
-4% -$78.4K 1.03% 37
2023
Q1 		$1.84M Buy
8,195
+71
+0.9% +$16.2K 0.91% 49
2022
Q4 		$1.93M Sell
8,124
-97
-1% -$22.4K 0.98% 42
2022
Q3 		$1.68M Buy
8,221
+71
+0.9% +$16.8K 0.95% 45
2022
Q2 		$1.82M Sell
8,150
-110
-1% -$28.2K 0.98% 45
2022
Q1 		$2.06M Sell
8,260
-121
-1% -$33.4K 0.96% 50
2021
Q4 		$2.95M Sell
8,381
-333
-4% -$108K 1.28% 16
2021
Q3 		$2.44M Sell
8,714
-103
-1% -$30.1K 1.18% 26
2021
Q2 		$2.4M Buy
8,817
+189
+2% +$51.8K 1.17% 25
2021
Q1 		$2.12M Sell
8,628
-132
-2% -$31.4K 1.09% 35
2020
Q4 		$2.15M Sell
8,760
-51
-0.6% -$12.1K 1.16% 32
2020
Q3 		$2.05M Sell
8,811
-1,188
-12% -$259K 1.22% 28
2020
Q2 		$1.93M Sell
9,999
-519
-5% -$93.6K 1.17% 34
2020
Q1 		$1.61M Sell
10,518
-438
-4% -$79K 1.14% 35
2019
Q4 		$2.13M Sell
10,956
-360
-3% -$68.7K 1.13% 35
2019
Q3 		$2.07M Sell
11,316
-906
-7% -$154K 1.16% 34
2019
Q2 		$1.87M Sell
12,222
-348
-3% -$52K 1.06% 41
2019
Q1 		$1.8M Sell
12,570
-228
-2% -$31.7K 1.04% 48
2018
Q4 		$1.68M Sell
12,798
-21
-0.2% -$2.83K 1.12% 41
2018
Q3 		$1.95M Sell
12,819
-246
-2% -$36.4K 1.12% 40
2018
Q2 		$1.77M Buy
13,065
+153
+1% +$19.8K 1.09% 40
2018
Q1 		$1.69M Sell
12,912
-465
-3% -$63.4K 1.07% 42
2017
Q4 		$1.83M Sell
13,377
-423
-3% -$55.6K 1.08% 41
2017
Q3 		$1.65M Sell
13,800
-159
-1% -$18.2K 1.02% 43
2017
Q2 		$1.63M Sell
13,959
-1,020
-7% -$114K 1.05% 41
2017
Q1 		$1.55M Sell
14,979
-102
-0.7% -$10.3K 1% 46
2016
Q4 		$1.35M Sell
15,081
-231
-2% -$20.4K 0.92% 51
2016
Q3 		$1.41M Buy
15,312
+1,890
+14% +$183K 0.97% 47
2016
Q2 		$1.31M Sell
13,422
-531
-4% -$51.7K 0.9% 54
2016
Q1 		$1.32M Sell
13,953
-651
-4% -$57K 0.92% 52
2015
Q4 		$1.26M Buy
14,604
+1,950
+15% +$169K 0.88% 56
2015
Q3 		$940K Buy
12,654
+1,062
+9% +$93.1K 0.67% 72
2015
Q2 		$1.06M Sell
11,592
-105
-0.9% -$9.95K 0.7% 67
2015
Q1 		$1.11M Sell
11,697
-1,845
-14% -$172K 0.71% 65
2014
Q4 		$1.19M Buy
13,542
+1,473
+12% +$116K 0.76% 65
2014
Q3 		$881K Sell
12,069
-378
-3% -$26.8K 0.6% 79
2014
Q2 		$858K Sell
12,447
-360
-3% -$24K 0.57% 77
2014
Q1 		$842K Sell
12,807
-420
-3% -$27.1K 0.55% 79
2013
Q4 		$809K Sell
13,227
-525
-4% -$32.1K 0.54% 80
2013
Q3 		$835K Sell
13,752
-1,650
-11% -$96.9K 0.6% 74
2013
Q2 		$907K Buy
+15,402
New +$929K 0.64% 71

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

Eads & Heald Wealth Management's SHW Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Sherwin-Williams (SHW) stake by 1.2% in Q1 2026, selling an estimated $25.1K and leaving 6,240 shares worth $2M. The position accounts for 1% of the portfolio, ranked #41.

Eads & Heald Wealth Management first reported a position in SHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.95M in Q4 2021. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Eads & Heald Wealth Management held 6,240 shares of Sherwin-Williams worth $2M as of Q1 2026.
  • Eads & Heald Wealth Management sold 73 Sherwin-Williams shares in Q1 2026, an estimated $25.1K.
  • Sherwin-Williams made up 1% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Eads & Heald Wealth Management first reported a position in Sherwin-Williams in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Sherwin-Williams position peaked at $2.95M in Q4 2021.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.