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Financial & Tax Architects’s Sherwin-Williams SHW Stock Holding History

Financial & Tax Architects’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 		$7.64M Buy
22,203
+2,136
+11% +$682K 1.61% 19
2026
Q1 		$6.43M Sell
20,067
-287
-1% -$98.8K 1.43% 29
2025
Q4 		$6.6M Sell
20,354
-205
-1% -$68.6K 1.48% 30
2025
Q3 		$7.12M Buy
20,559
+1,519
+8% +$536K 1.57% 27
2025
Q2 		$6.54M Buy
19,040
+162
+0.9% +$56.1K 1.59% 27
2025
Q1 		$6.59M Buy
18,878
+575
+3% +$202K 1.65% 25
2024
Q4 		$6.22M Buy
18,303
+235
+1% +$87.7K 1.58% 23
2024
Q3 		$6.9M Sell
18,068
-816
-4% -$285K 1.77% 18
2024
Q2 		$5.64M Buy
18,884
+1,254
+7% +$388K 1.51% 30
2024
Q1 		$6.12M Buy
17,630
+232
+1% +$73.9K 1.68% 19
2023
Q4 		$5.43M Sell
17,398
-997
-5% -$268K 1.61% 24
2023
Q3 		$4.69M Buy
+18,395
New +$4.92M 1.46% 32
2022
Q3 		– Sell
-16,215
Closed -$3.63M – 77
2022
Q2 		$3.63M Buy
16,215
+2,700
+20% +$693K 1.38% 34
2022
Q1 		$3.37M Buy
+13,515
New +$3.73M 1.27% 35

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 & Tax Architects's SHW Position: Q2 2026 in Review

Financial & Tax Architects increased its Sherwin-Williams (SHW) stake by 11% in Q2 2026, buying an estimated $682K and bringing the position to 22,203 shares worth $7.64M. The position accounts for 1.61% of the portfolio, ranked #19.

Financial & Tax Architects first reported a position in SHW in Q1 2022 and has held it in 14 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Financial & Tax Architects held 22,203 shares of Sherwin-Williams worth $7.64M as of Q2 2026.
  • Financial & Tax Architects bought 2,136 Sherwin-Williams shares in Q2 2026, an estimated $682K.
  • Sherwin-Williams made up 1.61% of Financial & Tax Architects's portfolio in Q2 2026, its #19 holding.
  • Financial & Tax Architects first reported a position in Sherwin-Williams in Q1 2022 and has held it in 14 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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