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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evergreen Capital Management's SHW Position: Q1 2026 in Review

Evergreen Capital Management reduced its Sherwin-Williams (SHW) stake by 4.2% in Q1 2026, selling an estimated $16.5K and leaving 1,087 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1014.

Evergreen Capital Management first reported a position in SHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $566K in Q3 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Evergreen Capital Management held 1,087 shares of Sherwin-Williams worth $348K as of Q1 2026.
Evergreen Capital Management sold 48 Sherwin-Williams shares in Q1 2026, an estimated $16.5K.
Sherwin-Williams made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1014 holding.
Evergreen Capital Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 10 quarters since.
Evergreen Capital Management's Sherwin-Williams position peaked at $566K in Q3 2025.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.