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
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 		$994 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 $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

Essex Financial Services's SHW Position: Q1 2026 in Review

Essex Financial Services increased its Sherwin-Williams (SHW) stake by 18% in Q1 2026, buying an estimated $42.3K and bringing the position to 823 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #652.

Essex Financial Services first reported a position in SHW in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.57M in Q1 2015. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Essex Financial Services held 823 shares of Sherwin-Williams worth $264K as of Q1 2026.
  • Essex Financial Services bought 123 Sherwin-Williams shares in Q1 2026, an estimated $42.3K.
  • Sherwin-Williams made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #652 holding.
  • Essex Financial Services first reported a position in Sherwin-Williams in Q2 2013 and has held it in 21 quarters since.
  • Essex Financial Services's Sherwin-Williams position peaked at $1.57M in Q1 2015.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.