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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial & Tax Architects's SHW Position: Q1 2026 in Review

Financial & Tax Architects reduced its Sherwin-Williams (SHW) stake by 1.4% in Q1 2026, selling an estimated $98.8K and leaving 20,067 shares worth $6.43M. The position accounts for 1.43% of the portfolio, ranked #29.

Financial & Tax Architects first reported a position in SHW in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.12M in Q3 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Financial & Tax Architects held 20,067 shares of Sherwin-Williams worth $6.43M as of Q1 2026.
Financial & Tax Architects sold 287 Sherwin-Williams shares in Q1 2026, an estimated $98.8K.
Sherwin-Williams made up 1.43% of Financial & Tax Architects's portfolio in Q1 2026, its #29 holding.
Financial & Tax Architects first reported a position in Sherwin-Williams in Q1 2022 and has held it in 13 quarters since.
Financial & Tax Architects's Sherwin-Williams position peaked at $7.12M in Q3 2025.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.