EW
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Evoke Wealth’s Sherwin-Williams SHW Stock Holding History

Evoke Wealth’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 		$3.11M Sell
9,700
-4,107
-30% -$1.41M 0.06% 125
2025
Q4 		$4.47M Sell
13,807
-83
-0.6% -$27.8K 0.08% 102
2025
Q3 		$4.81M Sell
13,890
-947
-6% -$334K 0.1% 90
2025
Q2 		$5.09M Sell
14,837
-919
-6% -$318K 0.12% 81
2025
Q1 		$5.5M Sell
15,756
-1,674
-10% -$587K 0.14% 67
2024
Q4 		$5.92M Sell
17,430
-758
-4% -$283K 0.16% 65
2024
Q3 		$6.94M Buy
+18,188
New +$6.35M 0.19% 59
2024
Q2 		– Sell
-18,162
Closed -$6.31M – 337
2024
Q1 		$6.31M Buy
18,162
+17,037
+1,514% +$5.43M 0.19% 60
2023
Q4 		$351K Sell
1,125
-17,019
-94% -$4.58M 0.57% 42
2023
Q3 		$4.63M Sell
18,144
-57
-0.3% -$15.3K 0.16% 68
2023
Q2 		$4.83M Buy
18,201
+991
+6% +$233K 0.17% 60
2023
Q1 		$3.87M Sell
17,210
-457
-3% -$105K 0.14% 74
2022
Q4 		$4.19M Sell
17,667
-236
-1% -$54.6K 0.15% 73
2022
Q3 		$3.67M Sell
17,903
-530
-3% -$126K 0.15% 69
2022
Q2 		$4.13M Sell
18,433
-7,040
-28% -$1.81M 0.15% 71
2022
Q1 		$6.36M Sell
25,473
-377
-1% -$104K 0.21% 60
2021
Q4 		$9.1M Sell
25,850
-135
-0.5% -$43.6K 0.29% 45
2021
Q3 		$7.27M Sell
25,985
-436
-2% -$128K 0.27% 44
2021
Q2 		$7.2M Buy
26,421
+168
+0.6% +$46K 0.27% 47
2021
Q1 		$6.46M Buy
26,253
+26,193
+43,655% +$6.24M 0.29% 46
2020
Q4 		$15K Hold
60
– – ﹤0.01% 529
2020
Q3 		$14K Hold
60
– – ﹤0.01% 522
2020
Q2 		$12K Sell
60
-6
-9% -$1.08K ﹤0.01% 531
2020
Q1 		$10.1K Sell
66
-24
-27% -$4.33K ﹤0.01% 505
2019
Q4 		$17.5K Hold
90
– – ﹤0.01% 621
2019
Q3 		$16.5K Buy
+90
New +$15.3K ﹤0.01% 705

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

Evoke Wealth's SHW Position: Q1 2026 in Review

Evoke Wealth reduced its Sherwin-Williams (SHW) stake by 30% in Q1 2026, selling an estimated $1.41M and leaving 9,700 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #125.

Evoke Wealth first reported a position in SHW in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.1M in Q4 2021. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Evoke Wealth held 9,700 shares of Sherwin-Williams worth $3.11M as of Q1 2026.
  • Evoke Wealth sold 4,107 Sherwin-Williams shares in Q1 2026, an estimated $1.41M.
  • Sherwin-Williams made up 0.06% of Evoke Wealth's portfolio in Q1 2026, its #125 holding.
  • Evoke Wealth first reported a position in Sherwin-Williams in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's Sherwin-Williams position peaked at $9.1M in Q4 2021.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.