EWM
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Executive Wealth Management’s Sherwin-Williams SHW Stock Holding History

Executive 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
2024
Q4 		– Sell
-1,096
Closed -$418K – 274
2024
Q3 		$418K Buy
+1,096
New +$382K 0.03% 187
2024
Q2 		– Sell
-1,114
Closed -$377K – 226
2024
Q1 		$377K Buy
1,114
+5
+0.5% +$1.59K 0.03% 172
2023
Q4 		$346K Buy
1,109
+2
+0.2% +$538 0.03% 165
2023
Q3 		$282K Sell
1,107
-272
-20% -$72.8K 0.03% 163
2023
Q2 		$366K Sell
1,379
-2,498
-64% -$588K 0.04% 148
2023
Q1 		$872K Buy
3,877
+11
+0.3% +$2.52K 0.1% 121
2022
Q4 		$918K Buy
3,866
+2,936
+316% +$679K 0.11% 117
2022
Q3 		$930 Sell
930
-4,304
-82% -$1.02M 0.13% 108
2022
Q2 		$1.17M Buy
5,234
+14
+0.3% +$3.59K 0.16% 93
2022
Q1 		$1.3M Buy
5,220
+13
+0.2% +$3.59K 0.14% 109
2021
Q4 		$1.83M Buy
5,207
+14
+0.3% +$4.52K 0.18% 100
2021
Q3 		$1.45M Sell
5,193
-576
-10% -$169K 0.16% 98
2021
Q2 		$1.57M Buy
5,769
+12
+0.2% +$3.29K 0.17% 99
2021
Q1 		$1.42M Buy
5,757
+6
+0.1% +$1.43K 0.17% 97
2020
Q4 		$1.41M Buy
5,751
+3
+0.1% +$712 0.17% 93
2020
Q3 		$1.33M Buy
5,748
+6
+0.1% +$1.31K 0.18% 88
2020
Q2 		$1.11M Sell
5,742
-417
-7% -$75.2K 0.17% 79
2020
Q1 		$943K Buy
6,159
+2,859
+87% +$516K 0.17% 77
2019
Q4 		$641K Buy
3,300
+429
+15% +$81.8K 0.09% 107
2019
Q3 		$526K Buy
2,871
+600
+26% +$102K 0.08% 100
2019
Q2 		$347K Buy
2,271
+2,100
+1,228% +$314K 0.05% 134
2019
Q1 		$25K Hold
171
– – ﹤0.01% 391
2018
Q4 		$22K Buy
+171
New +$23.1K ﹤0.01% 415

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Executive Wealth Management's SHW Position: Q4 2024 in Review

Executive Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 1,096 shares — an estimated $418K sold.

Executive Wealth Management first reported a position in SHW in Q4 2018 and held it in 23 quarters. The position peaked at $1.83M in Q4 2021. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Executive Wealth Management reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 1,096 Sherwin-Williams shares in Q4 2024, an estimated $418K.
  • Executive Wealth Management first reported a position in Sherwin-Williams in Q4 2018 and held it in 23 quarters.
  • Executive Wealth Management's Sherwin-Williams position peaked at $1.83M in Q4 2021.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.