EWM
SHW icon

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

Endowment 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 		$306K Buy
954
+9
+1% +$3.1K 0.14% 105
2025
Q4 		$306K Sell
945
-24
-2% -$8.03K 0.14% 106
2025
Q3 		$336K Sell
969
-10
-1% -$3.53K 0.15% 106
2025
Q2 		$336K Sell
979
-27
-3% -$9.35K 0.17% 100
2025
Q1 		$351K Buy
1,006
+40
+4% +$14K 0.23% 86
2024
Q4 		$329K Sell
966
-30
-3% -$11.2K 0.22% 91
2024
Q3 		$380K Sell
996
-6
-0.6% -$2.09K 0.25% 80
2024
Q2 		$299K Buy
1,002
+3
+0.3% +$928 0.22% 97
2024
Q1 		$347K Sell
999
-50
-5% -$15.9K 0.26% 84
2023
Q4 		$327K Sell
1,049
-7
-0.7% -$1.88K 0.27% 85
2023
Q3 		$269K Buy
1,056
+14
+1% +$3.75K 0.24% 103
2023
Q2 		$277K Buy
1,042
+79
+8% +$18.6K 0.25% 101
2023
Q1 		$216K Sell
963
-15
-2% -$3.43K 0.22% 114
2022
Q4 		$232K Buy
+978
New +$226K 0.26% 106
2022
Q3 		– Sell
-905
Closed -$203K – 120
2022
Q2 		$203K Sell
905
-5
-0.5% -$1.28K 0.24% 103
2022
Q1 		$227K Buy
910
+141
+18% +$38.9K 0.24% 101
2021
Q4 		$271K Buy
+769
New +$248K 0.27% 76

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

Endowment Wealth Management's SHW Position: Q1 2026 in Review

Endowment Wealth Management increased its Sherwin-Williams (SHW) stake by 0.95% in Q1 2026, buying an estimated $3.1K and bringing the position to 954 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #105.

Endowment Wealth Management first reported a position in SHW in Q4 2021 and has held it in 17 quarters since. The position peaked at $380K in Q3 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Endowment Wealth Management held 954 shares of Sherwin-Williams worth $306K as of Q1 2026.
  • Endowment Wealth Management bought 9 Sherwin-Williams shares in Q1 2026, an estimated $3.1K.
  • Sherwin-Williams made up 0.14% of Endowment Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Endowment Wealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 17 quarters since.
  • Endowment Wealth Management's Sherwin-Williams position peaked at $380K in Q3 2024.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.