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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
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 $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

Financial Consulate's SHW Position: Q1 2026 in Review

Financial Consulate reduced its Sherwin-Williams (SHW) stake by 47% in Q1 2026, selling an estimated $159K and leaving 513 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #166.

Financial Consulate first reported a position in SHW in Q3 2025 and has held it in 3 quarters since. The position peaked at $426K in Q3 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Financial Consulate held 513 shares of Sherwin-Williams worth $164K as of Q1 2026.
  • Financial Consulate sold 462 Sherwin-Williams shares in Q1 2026, an estimated $159K.
  • Sherwin-Williams made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #166 holding.
  • Financial Consulate first reported a position in Sherwin-Williams in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Sherwin-Williams position peaked at $426K in Q3 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.