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

EPG 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	$323K	Hold	939	–	–	0.08%	156
2026 Q1	$301K	Buy	939 +75	+9%	+$25.8K	0.08%	160
2025 Q4	$280K	Hold	864	–	–	0.08%	168
2025 Q3	$299K	Sell	864 -150	-15%	-$52.9K	0.08%	163
2025 Q2	$348K	Buy	1,014 +15	+2%	+$5.2K	0.1%	154
2025 Q1	$349K	Hold	999	–	–	0.1%	185
2024 Q4	$340K	Hold	999	–	–	0.09%	186
2024 Q3	$381K	Buy	+999	New	+$349K	0.1%	181
2024 Q2	–	Sell	-1,189	Closed	-$368K	–	195
2024 Q1	$413K	Hold	1,189	–	–	0.1%	184
2023 Q4	$365K	Sell	1,189 -323	-21%	-$86.9K	0.1%	187
2023 Q3	$386K	Buy	1,512 +3	+0.2%	+$803	0.12%	169
2023 Q2	$401K	Hold	1,509	–	–	0.12%	165
2023 Q1	$339K	Sell	1,509 -100	-6%	-$22.9K	0.11%	174
2022 Q4	$382K	Hold	1,609	–	–	0.15%	131
2022 Q3	$329K	Buy	+1,609	New	+$381K	0.14%	148
2020 Q2	–	Sell	-3	Closed	–	–	648
2020 Q1	$0	Buy	+3	New	+$541	﹤0.01%	857

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

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

EPG Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 939 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #156.

EPG Wealth Management first reported a position in SHW in Q1 2020 and has held it in 16 quarters since. The position peaked at $413K in Q1 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

EPG Wealth Management held 939 shares of Sherwin-Williams worth $323K as of Q2 2026.
EPG Wealth Management left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.08% of EPG Wealth Management's portfolio in Q2 2026, its #156 holding.
EPG Wealth Management first reported a position in Sherwin-Williams in Q1 2020 and has held it in 16 quarters since.
EPG Wealth Management's Sherwin-Williams position peaked at $413K in Q1 2024.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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