Evergreen Capital Management’s Sherwin-Williams SHW Stock Holding History

Evergreen Capital 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 Q2	$1.03M	Buy	2,979 +1,892	+174%	+$604K	0.02%	527
2026 Q1	$348K	Sell	1,087 -48	-4%	-$16.5K	0.01%	1014
2025 Q4	$368K	Sell	1,135 -501	-31%	-$168K	0.01%	921
2025 Q3	$566K	Buy	1,636 +582	+55%	+$205K	0.01%	600
2025 Q2	$362K	Buy	1,054 +131	+14%	+$45.4K	0.01%	719
2025 Q1	$322K	Buy	923 +128	+16%	+$44.9K	0.01%	704
2024 Q4	$270K	Sell	795 -3	-0.4%	-$1.12K	0.01%	792
2024 Q3	$305K	Buy	798 +41	+5%	+$14.3K	0.01%	710
2024 Q2	$226K	Sell	757 -5	-0.7%	-$1.55K	0.01%	793
2024 Q1	$265K	Buy	762 +69	+10%	+$22K	0.01%	683
2023 Q4	$216K	Buy	+693	New	+$186K	0.01%	745

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evergreen Capital Management's SHW Position: Q2 2026 in Review

Evergreen Capital Management increased its Sherwin-Williams (SHW) stake by 174% in Q2 2026, buying an estimated $604K and bringing the position to 2,979 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #527.

Evergreen Capital Management first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Evergreen Capital Management held 2,979 shares of Sherwin-Williams worth $1.03M as of Q2 2026.
Evergreen Capital Management bought 1,892 Sherwin-Williams shares in Q2 2026, an estimated $604K.
Sherwin-Williams made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #527 holding.
Evergreen Capital Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.