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Financial Consulate’s Sherwin-Williams SHW Stock Holding History

Financial Consulate’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 		$112K Sell
325
-188
-37% -$60.1K 0.01% 221
2026
Q1 		$164K Sell
513
-462
-47% -$159K 0.02% 166
2025
Q4 		$316K Sell
975
-254
-21% -$85K 0.04% 116
2025
Q3 		$426K Buy
+1,229
New +$433K 0.06% 103

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

Financial Consulate's SHW Position: Q2 2026 in Review

Financial Consulate reduced its Sherwin-Williams (SHW) stake by 37% in Q2 2026, selling an estimated $60.1K and leaving 325 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #221.

Financial Consulate first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $426K in Q3 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Financial Consulate held 325 shares of Sherwin-Williams worth $112K as of Q2 2026.
  • Financial Consulate sold 188 Sherwin-Williams shares in Q2 2026, an estimated $60.1K.
  • Sherwin-Williams made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #221 holding.
  • Financial Consulate first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Sherwin-Williams position peaked at $426K in Q3 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.