EWM
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Empirical Wealth Management’s Sherwin-Williams SHW Stock Holding History

Empirical 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 		$1.63M Sell
4,738
-34
-0.7% -$10.9K 0.02% 308
2026
Q1 		$1.53M Sell
4,772
-70
-1% -$24.1K 0.03% 285
2025
Q4 		$1.57M Sell
4,842
-1,001
-17% -$335K 0.03% 272
2025
Q3 		$2.02M Buy
5,843
+1,113
+24% +$392K 0.04% 243
2025
Q2 		$1.62M Buy
4,730
+687
+17% +$238K 0.04% 257
2025
Q1 		$1.41M Buy
4,043
+473
+13% +$166K 0.04% 260
2024
Q4 		$1.21M Buy
3,570
+25
+0.7% +$9.33K 0.03% 259
2024
Q3 		$1.35M Sell
3,545
-79
-2% -$27.6K 0.04% 237
2024
Q2 		$1.08M Sell
3,624
-135
-4% -$41.8K 0.03% 256
2024
Q1 		$1.31M Sell
3,759
-535
-12% -$170K 0.04% 227
2023
Q4 		$1.34M Sell
4,294
-75
-2% -$20.2K 0.04% 213
2023
Q3 		$1.11M Buy
4,369
+7
+0.2% +$1.87K 0.04% 211
2023
Q2 		$1.16M Sell
4,362
-729
-14% -$172K 0.05% 210
2023
Q1 		$1.14M Sell
5,091
-1,266
-20% -$290K 0.05% 197
2022
Q4 		$1.51M Sell
6,357
-1,203
-16% -$278K 0.07% 158
2022
Q3 		$1.55M Buy
7,560
+8
+0.1% +$1.9K 0.08% 150
2022
Q2 		$1.69M Buy
7,552
+9
+0.1% +$2.31K 0.09% 151
2022
Q1 		$1.88M Sell
7,543
-1,259
-14% -$348K 0.09% 141
2021
Q4 		$3.1M Buy
8,802
+7
+0.1% +$2.26K 0.15% 98
2021
Q3 		$2.46M Sell
8,795
-112
-1% -$32.8K 0.14% 99
2021
Q2 		$2.43M Sell
8,907
-1,623
-15% -$445K 0.15% 97
2021
Q1 		$2.59M Sell
10,530
-240
-2% -$57.2K 0.21% 77
2020
Q4 		$2.64M Sell
10,770
-435
-4% -$103K 0.2% 70
2020
Q3 		$2.6M Sell
11,205
-150
-1% -$32.8K 0.22% 63
2020
Q2 		$2.19M Sell
11,355
-30
-0.3% -$5.41K 0.2% 74
2020
Q1 		$1.74M Sell
11,385
-1,620
-12% -$292K 0.19% 79
2019
Q4 		$2.53M Sell
13,005
-675
-5% -$129K 0.28% 53
2019
Q3 		$2.51M Buy
+13,680
New +$2.33M 0.3% 50

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

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

Empirical Wealth Management reduced its Sherwin-Williams (SHW) stake by 0.71% in Q2 2026, selling an estimated $10.9K and leaving 4,738 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #308.

Empirical Wealth Management first reported a position in SHW in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.1M in Q4 2021. 645 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Empirical Wealth Management held 4,738 shares of Sherwin-Williams worth $1.63M as of Q2 2026.
  • Empirical Wealth Management sold 34 Sherwin-Williams shares in Q2 2026, an estimated $10.9K.
  • Sherwin-Williams made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Empirical Wealth Management first reported a position in Sherwin-Williams in Q3 2019 and has held it in 28 quarters since.
  • Empirical Wealth Management's Sherwin-Williams position peaked at $3.1M in Q4 2021.
  • 645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.