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

Evelyn Partners Investment 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 		$3.24M Sell
10,094
-122
-1% -$42K 0.09% 87
2025
Q4 		$3.31M Buy
10,216
+196
+2% +$65.6K 0.09% 85
2025
Q3 		$3.47M Sell
10,020
-992
-9% -$350K 0.1% 84
2025
Q2 		$3.78M Sell
11,012
-2,085
-16% -$722K 0.12% 81
2025
Q1 		$4.57M Buy
13,097
+236
+2% +$82.8K 0.15% 75
2024
Q4 		$4.37M Buy
+12,861
New +$4.8M 0.14% 77

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's SHW Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Sherwin-Williams (SHW) stake by 1.2% in Q1 2026, selling an estimated $42K and leaving 10,094 shares worth $3.24M. The position accounts for 0.09% of the portfolio, ranked #87.

Evelyn Partners Investment Management first reported a position in SHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.57M in Q1 2025. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Evelyn Partners Investment Management held 10,094 shares of Sherwin-Williams worth $3.24M as of Q1 2026.
  • Evelyn Partners Investment Management sold 122 Sherwin-Williams shares in Q1 2026, an estimated $42K.
  • Sherwin-Williams made up 0.09% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #87 holding.
  • Evelyn Partners Investment Management first reported a position in Sherwin-Williams in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Sherwin-Williams position peaked at $4.57M in Q1 2025.
  • 1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

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