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

Evelyn Partners Investment Management 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 		$124K Buy
386
+32
+9% +$11K 0.01% 145
2025
Q4 		$115K Sell
354
-157
-31% -$52.5K 0.01% 142
2025
Q3 		$177K Sell
511
-5
-1% -$1.76K 0.02% 130
2025
Q2 		$177K Hold
516
– – 0.03% 126
2025
Q1 		$180K Buy
516
+51
+11% +$17.9K 0.03% 118
2024
Q4 		$158K Buy
+465
New +$174K 0.03% 122

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

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

Evelyn Partners Investment Management Services increased its Sherwin-Williams (SHW) stake by 9% in Q1 2026, buying an estimated $11K and bringing the position to 386 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #145.

Evelyn Partners Investment Management Services first reported a position in SHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $180K in Q1 2025. 1,691 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Evelyn Partners Investment Management Services held 386 shares of Sherwin-Williams worth $124K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 32 Sherwin-Williams shares in Q1 2026, an estimated $11K.
  • Sherwin-Williams made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #145 holding.
  • Evelyn Partners Investment Management Services first reported a position in Sherwin-Williams in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Sherwin-Williams position peaked at $180K in Q1 2025.
  • 1,691 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

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