Ellenbecker Investment Group’s Sherwin-Williams SHW Stock Holding History

Ellenbecker Investment Group’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	$250K	Hold	727	–	–	0.03%	131
2026 Q1	$233K	Hold	727	–	–	0.03%	122
2025 Q4	$236K	Hold	727	–	–	0.03%	118
2025 Q3	$252K	Buy	727 +13	+2%	+$4.58K	0.04%	108
2025 Q2	$245K	Hold	714	–	–	0.04%	104
2025 Q1	$249K	Hold	714	–	–	0.04%	98
2024 Q4	$243K	Hold	714	–	–	0.04%	106
2024 Q3	$273K	Hold	714	–	–	0.05%	93
2024 Q2	$213K	Hold	714	–	–	0.04%	113
2024 Q1	$248K	Sell	714 -200	-22%	-$63.7K	0.05%	94
2023 Q4	$285K	Hold	914	–	–	0.07%	80
2023 Q3	$233K	Hold	914	–	–	0.06%	94
2023 Q2	$242K	Hold	914	–	–	0.06%	84
2023 Q1	$205K	Hold	914	–	–	0.06%	89
2022 Q4	$216K	Buy	+914	New	+$211K	0.06%	83
2022 Q3	–	Sell	-914	Closed	-$204K	–	85
2022 Q2	$204K	Sell	914 -8	-0.9%	-$2.05K	0.06%	81
2022 Q1	$230K	Buy	922 +10	+1%	+$2.76K	0.07%	81
2021 Q4	$321K	Buy	912 +8	+0.9%	+$2.58K	0.09%	64
2021 Q3	$252K	Hold	904	–	–	0.08%	63
2021 Q2	$246K	Buy	904 +1	+0.1%	+$274	0.08%	63
2021 Q1	$222K	Sell	903 -300	-25%	-$71.5K	0.08%	64
2020 Q4	$295K	Hold	1,203	–	–	0.11%	48
2020 Q3	$280K	Sell	1,203 -300	-20%	-$65.5K	0.12%	45
2020 Q2	$290K	Hold	1,503	–	–	0.15%	42
2020 Q1	$230K	Hold	1,503	–	–	0.14%	44
2019 Q4	$293K	Sell	1,503 -120	-7%	-$22.9K	0.15%	45
2019 Q3	$298K	Sell	1,623 -3	-0.2%	-$510	0.17%	44
2019 Q2	$248K	Buy	+1,626	New	+$243K	0.15%	47

Other funds holding SHW

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Ellenbecker Investment Group's SHW Position: Q2 2026 in Review

Ellenbecker Investment Group held its Sherwin-Williams (SHW) position steady in Q2 2026 at 727 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #131.

Ellenbecker Investment Group first reported a position in SHW in Q2 2019 and has held it in 28 quarters since. The position peaked at $321K in Q4 2021. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Ellenbecker Investment Group held 727 shares of Sherwin-Williams worth $250K as of Q2 2026.
Ellenbecker Investment Group left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #131 holding.
Ellenbecker Investment Group first reported a position in Sherwin-Williams in Q2 2019 and has held it in 28 quarters since.
Ellenbecker Investment Group's Sherwin-Williams position peaked at $321K in Q4 2021.
1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.