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Evelyn Partners Asset Management’s Sherwin-Williams SHW Stock Holding History

Evelyn Partners Asset 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 		$10.3K Hold
32
– – ﹤0.01% 259
2025
Q4 		$10.4K Hold
32
– – ﹤0.01% 231
2025
Q3 		$11.1K Buy
+32
New +$11.3K ﹤0.01% 222

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evelyn Partners Asset Management's SHW Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Sherwin-Williams (SHW) position steady in Q1 2026 at 32 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Evelyn Partners Asset Management first reported a position in SHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.1K in Q3 2025. 1,698 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Evelyn Partners Asset Management held 32 shares of Sherwin-Williams worth $10.3K as of Q1 2026.
  • Evelyn Partners Asset Management left its Sherwin-Williams share count unchanged in Q1 2026.
  • Sherwin-Williams made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #259 holding.
  • Evelyn Partners Asset Management first reported a position in Sherwin-Williams in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's Sherwin-Williams position peaked at $11.1K in Q3 2025.
  • 1,698 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.