Evermay Wealth Management’s Sherwin-Williams SHW Stock Holding History

Evermay Wealth 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	$208K	Sell	604 -10	-2%	-$3.19K	0.02%	200
2026 Q1	$197K	Buy	614 +10	+2%	+$3.44K	0.02%	195
2025 Q4	$196K	Hold	604	–	–	0.02%	200
2025 Q3	$209K	Hold	604	–	–	0.02%	193
2025 Q2	$207K	Hold	604	–	–	0.03%	191
2025 Q1	$211K	Hold	604	–	–	0.03%	182
2024 Q4	$205K	Hold	604	–	–	0.03%	189
2024 Q3	$231K	Hold	604	–	–	0.04%	185
2024 Q2	$180K	Hold	604	–	–	0.03%	205
2024 Q1	$210K	Sell	604 -2	-0.3%	-$637	0.03%	197
2023 Q4	$189K	Buy	606 +2	+0.3%	+$538	0.03%	183
2023 Q3	$154K	Buy	604 +4	+0.7%	+$1.07K	0.03%	188
2023 Q2	$159K	Hold	600	–	–	0.03%	200
2023 Q1	$135K	Hold	600	–	–	0.03%	207
2022 Q4	$142K	Hold	600	–	–	0.03%	195
2022 Q3	$123K	Hold	600	–	–	0.02%	198
2022 Q2	$134K	Hold	600	–	–	0.03%	191
2022 Q1	$150K	Hold	600	–	–	0.03%	214
2021 Q4	$211K	Hold	600	–	–	0.04%	166
2021 Q3	$168K	Hold	600	–	–	0.03%	176
2021 Q2	$163K	Buy	+600	New	+$164K	0.03%	192

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

Evermay Wealth Management's SHW Position: Q2 2026 in Review

Evermay Wealth Management reduced its Sherwin-Williams (SHW) stake by 1.6% in Q2 2026, selling an estimated $3.19K and leaving 604 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #200.

Evermay Wealth Management first reported a position in SHW in Q2 2021 and has held it in 21 quarters since. The position peaked at $231K in Q3 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Evermay Wealth Management held 604 shares of Sherwin-Williams worth $208K as of Q2 2026.
Evermay Wealth Management sold 10 Sherwin-Williams shares in Q2 2026, an estimated $3.19K.
Sherwin-Williams made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #200 holding.
Evermay Wealth Management first reported a position in Sherwin-Williams in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Sherwin-Williams position peaked at $231K in Q3 2024.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.