Fiduciary Group’s Sherwin-Williams SHW Stock Holding History

Fiduciary Group’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	$206K	Buy	+598	New	+$191K	0.02%	296
2025 Q4	–	Sell	-612	Closed	-$212K	–	303
2025 Q3	$212K	Hold	612	–	–	0.02%	279
2025 Q2	$210K	Sell	612 -89	-13%	-$30.8K	0.02%	276
2025 Q1	$245K	Sell	701 -27	-4%	-$9.48K	0.02%	251
2024 Q4	$247K	Hold	728	–	–	0.02%	247
2024 Q3	$278K	Hold	728	–	–	0.03%	243
2024 Q2	$217K	Sell	728 -93	-11%	-$28.8K	0.02%	258
2024 Q1	$285K	Sell	821 -116	-12%	-$37K	0.03%	234
2023 Q4	$292K	Hold	937	–	–	0.03%	225
2023 Q3	$239K	Hold	937	–	–	0.03%	222
2023 Q2	$249K	Hold	937	–	–	0.03%	220
2023 Q1	$211K	Hold	937	–	–	0.03%	227
2022 Q4	$222K	Sell	937 -80	-8%	-$18.5K	0.03%	213
2022 Q3	$243K	Hold	1,017	–	–	0.03%	215
2022 Q2	$248K	Hold	1,017	–	–	0.03%	215
2022 Q1	$269K	Sell	1,017 -8	-0.8%	-$2.21K	0.04%	196
2021 Q4	$361K	Hold	1,025	–	–	0.04%	180
2021 Q3	$324K	Sell	1,025 -3	-0.3%	-$878	0.04%	189
2021 Q2	$305K	Sell	1,028 -2,041	-67%	-$559K	0.04%	194
2021 Q1	$280K	Buy	3,069 +2,052	+202%	+$489K	0.03%	196
2020 Q4	$244K	Hold	1,017	–	–	0.03%	197
2020 Q3	$236K	Buy	+1,017	New	+$222K	0.04%	180

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

Fiduciary Group's SHW Position: Q2 2026 in Review

Fiduciary Group opened a new position in Sherwin-Williams (SHW) in Q2 2026: 598 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Fiduciary Group previously reported a position in SHW as recently as Q3 2025.

Fiduciary Group first reported a position in SHW in Q3 2020 and has held it in 22 quarters since. The position peaked at $361K in Q4 2021. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Fiduciary Group held 598 shares of Sherwin-Williams worth $206K as of Q2 2026.
Sherwin-Williams was a new Fiduciary Group position in Q2 2026.
Sherwin-Williams made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #296 holding.
Fiduciary Group first reported a position in Sherwin-Williams in Q3 2020 and has held it in 22 quarters since.
Fiduciary Group's Sherwin-Williams position peaked at $361K in Q4 2021.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.