Essex Savings Bank’s Sherwin-Williams SHW Stock Holding History

Essex Savings Bank’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	$265K	Buy	769 +14	+2%	+$4.47K	0.06%	259
2026 Q1	$242K	Buy	755 +55	+8%	+$18.9K	0.05%	265
2025 Q4	$227K	Buy	700 +3	+0.4%	+$1K	0.05%	280
2025 Q3	$241K	Buy	697 +21	+3%	+$7.4K	0.05%	269
2025 Q2	$232K	Sell	676 -27	-4%	-$9.35K	0.06%	273
2025 Q1	$245K	Sell	703 -191	-21%	-$67K	0.06%	251
2024 Q4	$304K	Buy	894 +14	+2%	+$5.22K	0.08%	210
2024 Q3	$336K	Buy	880 +29	+3%	+$10.1K	0.08%	198
2024 Q2	$254K	Sell	851 -49	-5%	-$15.2K	0.07%	219
2024 Q1	$281K	Hold	900	–	–	0.08%	205
2023 Q4	$281K	Buy	+900	New	+$242K	0.08%	204
2022 Q1	–	Sell	-737	Closed	-$259K	–	234
2021 Q4	$259K	Hold	737	–	–	0.09%	186
2021 Q3	$224K	Hold	737	–	–	0.08%	197
2021 Q2	$209K	Buy	+737	New	+$202K	0.08%	206
2019 Q3	–	Sell	-306	Closed	-$47K	–	532
2019 Q2	$47K	Hold	306	–	–	0.02%	451
2019 Q1	$44K	Hold	306	–	–	0.03%	308
2018 Q4	$40K	Buy	+306	New	+$41.3K	0.03%	315

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Essex Savings Bank's SHW Position: Q2 2026 in Review

Essex Savings Bank increased its Sherwin-Williams (SHW) stake by 1.9% in Q2 2026, buying an estimated $4.47K and bringing the position to 769 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #259.

Essex Savings Bank first reported a position in SHW in Q4 2018 and has held it in 17 quarters since. The position peaked at $336K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Essex Savings Bank held 769 shares of Sherwin-Williams worth $265K as of Q2 2026.
Essex Savings Bank bought 14 Sherwin-Williams shares in Q2 2026, an estimated $4.47K.
Sherwin-Williams made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #259 holding.
Essex Savings Bank first reported a position in Sherwin-Williams in Q4 2018 and has held it in 17 quarters since.
Essex Savings Bank's Sherwin-Williams position peaked at $336K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.