EFS
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Essex Financial Services’s Sherwin-Williams SHW Stock Holding History

Essex Financial Services’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 		$275K Sell
800
-23
-3% -$7.35K 0.01% 679
2026
Q1 		$264K Buy
823
+123
+18% +$42.3K 0.01% 652
2025
Q4 		$227K Sell
700
-81
-10% -$27.1K 0.01% 706
2025
Q3 		$270K Buy
+781
New +$275K 0.02% 607
2024
Q4 		– Sell
-564
Closed -$204K – 657
2024
Q3 		$204K Sell
564
-285
-34% -$99.5K 0.01% 597
2024
Q2 		$291K Sell
849
-2,001
-70% -$619K 0.02% 489
2024
Q1 		$990K Sell
2,850
-91
-3% -$29K 0.09% 211
2023
Q4 		$918K Buy
2,941
+49
+2% +$13.2K 0.09% 206
2023
Q3 		$738K Sell
2,892
-11
-0.4% -$2.94K 0.09% 222
2023
Q2 		$771K Buy
+2,903
New +$683K 0.09% 212
2023
Q1 		– Sell
-854
Closed -$202K – 504
2022
Q4 		$202K Buy
+854
New +$197K 0.02% 454
2022
Q1 		– Sell
-1,228
Closed -$433K – 523
2021
Q4 		$433K Sell
1,228
-150
-11% -$48.5K 0.04% 310
2021
Q3 		$385K Sell
1,378
-439
-24% -$128K 0.04% 304
2021
Q2 		$495K Buy
+1,817
New +$498K 0.07% 238
2015
Q2 		– Sell
-16,563
Closed -$1.57M – 341
2015
Q1 		$1.57M Hold
16,563
– – 0.4% 62
2014
Q4 		$1.45M Buy
16,563
+192
+1% +$15.1K 0.38% 70
2014
Q3 		$1.2M Hold
16,371
– – 0.36% 71
2014
Q2 		$1.13M Hold
16,371
– – 0.34% 74
2014
Q1 		$1.08M Hold
16,371
– – 0.35% 73
2013
Q4 		$1M Hold
16,371
– – 0.34% 75
2013
Q3 		$994K Buy
16,371
+108
+0.7% +$6.34K 0.31% 66
2013
Q2 		$957K Buy
+16,263
New +$981K 0.33% 73

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Essex Financial Services's SHW Position: Q2 2026 in Review

Essex Financial Services reduced its Sherwin-Williams (SHW) stake by 2.8% in Q2 2026, selling an estimated $7.35K and leaving 800 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #679.

Essex Financial Services first reported a position in SHW in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.57M in Q1 2015. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Essex Financial Services held 800 shares of Sherwin-Williams worth $275K as of Q2 2026.
  • Essex Financial Services sold 23 Sherwin-Williams shares in Q2 2026, an estimated $7.35K.
  • Sherwin-Williams made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #679 holding.
  • Essex Financial Services first reported a position in Sherwin-Williams in Q2 2013 and has held it in 22 quarters since.
  • Essex Financial Services's Sherwin-Williams position peaked at $1.57M in Q1 2015.
  • 1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.