Financial Gravity Asset Management’s Sherwin-Williams SHW Stock Holding History

Financial Gravity Asset 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 Q1	$3.85M	Hold	12,021	–	–	0.69%	40
2025 Q4	$3.9M	Sell	12,021 -741	-6%	-$248K	0.75%	35
2025 Q3	$4.42M	Buy	+12,762	New	+$4.5M	0.87%	31
2025 Q1	$4.55M	Buy	+13,023	New	+$4.57M	0.99%	26
2024 Q2	$3.81M	Hold	12,763	–	–	0.95%	24
2024 Q1	$3.98M	Buy	12,763 +1	+0%	+$319	1.12%	23
2023 Q4	$3.98M	Buy	+12,762	New	+$3.43M	1.12%	23
2021 Q3	$3.85M	Sell	12,781 -45	-0.4%	-$13.2K	1.81%	9
2021 Q2	$3.77M	Buy	+12,826	New	+$3.51M	1.35%	18
2020 Q4	$3.14M	Buy	+12,828	New	+$3.04M	2.88%	8
2019 Q4	$3.16M	Sell	13,311 -87	-0.6%	-$16.6K	2.17%	7
2019 Q3	$2.46M	Sell	13,398 -174	-1%	-$29.6K	2.11%	8
2019 Q2	$2.07M	Buy	13,572 +810	+6%	+$121K	1.7%	5
2019 Q1	$1.84M	Buy	+12,762	New	+$1.78M	1.49%	12
2018 Q3	$1.75M	Buy	+13,662	New	+$2.02M	1.83%	11

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Gravity Asset Management's SHW Position: Q1 2026 in Review

Financial Gravity Asset Management held its Sherwin-Williams (SHW) position steady in Q1 2026 at 12,021 shares worth $3.85M. The position accounts for 0.69% of the portfolio, ranked #40.

Financial Gravity Asset Management first reported a position in SHW in Q3 2018 and has held it in 15 quarters since. The position peaked at $4.55M in Q1 2025. 1,701 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Financial Gravity Asset Management held 12,021 shares of Sherwin-Williams worth $3.85M as of Q1 2026.
Financial Gravity Asset Management left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up 0.69% of Financial Gravity Asset Management's portfolio in Q1 2026, its #40 holding.
Financial Gravity Asset Management first reported a position in Sherwin-Williams in Q3 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's Sherwin-Williams position peaked at $4.55M in Q1 2025.
1,701 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.