Evercore Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.9M | Sell |
92,530
-2,952
| -3% | -$943K | 0.45% | 45 |
|
|
2026
Q1 | $30.6M | Sell |
95,482
-3,336
| -3% | -$1.15M | 0.48% | 46 |
|
|
2025
Q4 | $32M | Sell |
98,818
-1,205
| -1% | -$403K | 0.47% | 46 |
|
|
2025
Q3 | $34.6M | Sell |
100,023
-1,814
| -2% | -$640K | 0.51% | 42 |
|
|
2025
Q2 | $35M | Sell |
101,837
-1,870
| -2% | -$648K | 0.54% | 42 |
|
|
2025
Q1 | $36.2M | Sell |
103,707
-2,354
| -2% | -$826K | 0.58% | 41 |
|
|
2024
Q4 | $36.1M | Buy |
106,061
+183
| +0.2% | +$68.3K | 0.54% | 40 |
|
|
2024
Q3 | $40.4M | Sell |
105,878
-1,862
| -2% | -$650K | 0.61% | 39 |
|
|
2024
Q2 | $32.2M | Sell |
107,740
-972
| -0.9% | -$301K | 0.51% | 43 |
|
|
2024
Q1 | $37.8M | Buy |
108,712
+475
| +0.4% | +$151K | 0.59% | 41 |
|
|
2023
Q4 | $33.8M | Buy |
108,237
+74
| +0.1% | +$19.9K | 0.57% | 42 |
|
|
2023
Q3 | $27.6M | Buy |
108,163
+71
| +0.1% | +$19K | 0.52% | 45 |
|
|
2023
Q2 | $28.7M | Sell |
108,092
-857
| -0.8% | -$202K | 0.53% | 45 |
|
|
2023
Q1 | $24.5M | Sell |
108,949
-6,422
| -6% | -$1.47M | 0.49% | 46 |
|
|
2022
Q4 | $27.4M | Sell |
115,371
-3,785
| -3% | -$875K | 0.57% | 43 |
|
|
2022
Q3 | $24.4M | Sell |
119,156
-1,985
| -2% | -$470K | 0.55% | 45 |
|
|
2022
Q2 | $27.1M | Sell |
121,141
-6,500
| -5% | -$1.67M | 0.57% | 45 |
|
|
2022
Q1 | $31.9M | Buy |
127,641
+1,695
| +1% | +$468K | 0.56% | 43 |
|
|
2021
Q4 | $44.4M | Buy |
125,946
+835
| +0.7% | +$270K | 0.72% | 42 |
|
|
2021
Q3 | $35M | Sell |
125,111
-1,661
| -1% | -$486K | 0.63% | 44 |
|
|
2021
Q2 | $34.5M | Buy |
126,772
+1,348
| +1% | +$369K | 0.63% | 42 |
|
|
2021
Q1 | $30.9M | Buy |
125,424
+2,613
| +2% | +$623K | 0.61% | 44 |
|
|
2020
Q4 | $30.1M | Buy |
122,811
+30
| +0% | +$7.12K | 0.65% | 42 |
|
|
2020
Q3 | $28.5M | Sell |
122,781
-1,224
| -1% | -$267K | 0.7% | 40 |
|
|
2020
Q2 | $23.9M | Buy |
124,005
+9,720
| +9% | +$1.75M | 0.64% | 39 |
|
|
2020
Q1 | $17.5M | Buy |
114,285
+858
| +0.8% | +$155K | 0.58% | 43 |
|
|
2019
Q4 | $22.1M | Sell |
113,427
-2,667
| -2% | -$509K | 0.59% | 41 |
|
|
2019
Q3 | $21.3M | Sell |
116,094
-486
| -0.4% | -$82.7K | 0.62% | 41 |
|
|
2019
Q2 | $17.8M | Buy |
116,580
+3,888
| +3% | +$581K | 0.54% | 45 |
|
|
2019
Q1 | $16.2M | Sell |
112,692
-87
| -0.1% | -$12.1K | 0.52% | 47 |
|
|
2018
Q4 | $14.8M | Sell |
112,779
-2,061
| -2% | -$278K | 0.56% | 46 |
|
|
2018
Q3 | $17.4M | Sell |
114,840
-474
| -0.4% | -$70.2K | 0.56% | 48 |
|
|
2018
Q2 | $15.7M | Buy |
115,314
+489
| +0.4% | +$63.3K | 0.54% | 50 |
|
|
2018
Q1 | $15M | Sell |
114,825
-1,884
| -2% | -$257K | 0.57% | 47 |
|
|
2017
Q4 | $16M | Sell |
116,709
-543
| -0.5% | -$71.4K | 0.59% | 46 |
|
|
2017
Q3 | $14M | Sell |
117,252
-1,257
| -1% | -$144K | 0.55% | 47 |
|
|
2017
Q2 | $13.9M | Sell |
118,509
-2,424
| -2% | -$271K | 0.54% | 48 |
|
|
2017
Q1 | $12.5M | Sell |
120,933
-597
| -0.5% | -$60.1K | 0.49% | 50 |
|
|
2016
Q4 | $10.9M | Sell |
121,530
-11,853
| -9% | -$1.05M | 0.45% | 54 |
|
|
2016
Q3 | $12.3M | Sell |
133,383
-519
| -0.4% | -$50.3K | 0.51% | 53 |
|
|
2016
Q2 | $13.1M | Sell |
133,902
-2,265
| -2% | -$221K | 0.58% | 49 |
|
|
2016
Q1 | $12.9M | Buy |
136,167
+3,006
| +2% | +$263K | 0.57% | 49 |
|
|
2015
Q4 | $11.5M | Buy |
133,161
+5,085
| +4% | +$440K | 0.53% | 54 |
|
|
2015
Q3 | $9.51M | Sell |
128,076
-75
| -0.1% | -$6.58K | 0.45% | 62 |
|
|
2015
Q2 | $11.8M | Buy |
128,151
+519
| +0.4% | +$49.2K | 0.53% | 54 |
|
|
2015
Q1 | $12.1M | Sell |
127,632
-4,395
| -3% | -$410K | 0.56% | 54 |
|
|
2014
Q4 | $11.6M | Sell |
132,027
-1,305
| -1% | -$103K | 0.58% | 52 |
|
|
2014
Q3 | $9.74M | Sell |
133,332
-3,780
| -3% | -$268K | 0.49% | 61 |
|
|
2014
Q2 | $9.46M | Sell |
137,112
-3,999
| -3% | -$267K | 0.49% | 63 |
|
|
2014
Q1 | $9.28M | Sell |
141,111
-717
| -0.5% | -$46.3K | 0.52% | 61 |
|
|
2013
Q4 | $8.68M | Sell |
141,828
-675
| -0.5% | -$41.3K | 0.48% | 66 |
|
|
2013
Q3 | $8.65M | Buy |
142,503
+615
| +0.4% | +$36.1K | 0.5% | 65 |
|
|
2013
Q2 | $8.35M | Buy |
+141,888
| New | +$8.56M | 0.47% | 63 |
|
Other funds holding SHW
Evercore Wealth Management's SHW Position: Q2 2026 in Review
Evercore Wealth Management reduced its Sherwin-Williams (SHW) stake by 3.1% in Q2 2026, selling an estimated $943K and leaving 92,530 shares worth $31.9M. The position accounts for 0.45% of the portfolio, ranked #45.
Evercore Wealth Management first reported a position in SHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.4M in Q4 2021. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Evercore Wealth Management held 92,530 shares of Sherwin-Williams worth $31.9M as of Q2 2026.
- Evercore Wealth Management sold 2,952 Sherwin-Williams shares in Q2 2026, an estimated $943K.
- Sherwin-Williams made up 0.45% of Evercore Wealth Management's portfolio in Q2 2026, its #45 holding.
- Evercore Wealth Management first reported a position in Sherwin-Williams in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Sherwin-Williams position peaked at $44.4M in Q4 2021.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.