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Family Management’s Sherwin-Williams SHW Stock Holding History

Family 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 		$670K Sell
1,945
-126
-6% -$40.3K 0.07% 147
2026
Q1 		$664K Sell
2,071
-33
-2% -$11.4K 0.08% 131
2025
Q4 		$682K Sell
2,104
-920
-30% -$308K 0.09% 118
2025
Q3 		$1.05M Sell
3,024
-118
-4% -$41.6K 0.14% 96
2025
Q2 		$1.08M Buy
3,142
+21
+0.7% +$7.28K 0.16% 94
2025
Q1 		$1.09M Sell
3,121
-114
-4% -$40K 0.18% 85
2024
Q4 		$1.1M Buy
3,235
+2
+0.1% +$746 0.18% 86
2024
Q3 		$1.23M Buy
3,233
+184
+6% +$64.2K 0.2% 77
2024
Q2 		$910K Sell
3,049
-13,143
-81% -$4.07M 0.16% 78
2024
Q1 		$5.62M Sell
16,192
-2,542
-14% -$810K 1.04% 24
2023
Q4 		$5.84M Buy
18,734
+90
+0.5% +$24.2K 1.21% 23
2023
Q3 		$4.76M Sell
18,644
-349
-2% -$93.4K 1.08% 24
2023
Q2 		$5.04M Sell
18,993
-299
-2% -$70.4K 1.1% 23
2023
Q1 		$4.34M Sell
19,292
-568
-3% -$130K 1% 29
2022
Q4 		$4.71M Sell
19,860
-298
-1% -$68.9K 1.15% 26
2022
Q3 		$4.13M Buy
20,158
+837
+4% +$198K 1.06% 26
2022
Q2 		$4.33M Sell
19,321
-1,642
-8% -$421K 1.16% 25
2022
Q1 		$5.23M Buy
20,963
+3,570
+21% +$986K 1.45% 18
2021
Q4 		$6.13M Buy
17,393
+247
+1% +$79.8K 1.59% 14
2021
Q3 		$4.8M Buy
17,146
+17
+0.1% +$4.97K 1.32% 22
2021
Q2 		$4.67M Buy
17,129
+65
+0.4% +$17.8K 1.24% 23
2021
Q1 		$4.2M Buy
17,064
+600
+4% +$143K 1.32% 24
2020
Q4 		$4.03M Buy
16,464
+1,605
+11% +$381K 1.38% 24
2020
Q3 		$3.45M Buy
14,859
+480
+3% +$105K 1.51% 19
2020
Q2 		$2.77M Buy
14,379
+1,098
+8% +$198K 1.13% 26
2020
Q1 		$2.03M Buy
+13,281
New +$2.4M 1.02% 34

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Family Management's SHW Position: Q2 2026 in Review

Family Management reduced its Sherwin-Williams (SHW) stake by 6.1% in Q2 2026, selling an estimated $40.3K and leaving 1,945 shares worth $670K. The position accounts for 0.07% of the portfolio, ranked #147.

Family Management first reported a position in SHW in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.13M in Q4 2021. 1,739 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Family Management held 1,945 shares of Sherwin-Williams worth $670K as of Q2 2026.
  • Family Management sold 126 Sherwin-Williams shares in Q2 2026, an estimated $40.3K.
  • Sherwin-Williams made up 0.07% of Family Management's portfolio in Q2 2026, its #147 holding.
  • Family Management first reported a position in Sherwin-Williams in Q1 2020 and has held it in 26 quarters since.
  • Family Management's Sherwin-Williams position peaked at $6.13M in Q4 2021.
  • 1,739 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.