FHC
SHW icon

First Heartland Consultants’s Sherwin-Williams SHW Stock Holding History

First Heartland Consultants’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 		$233K Buy
677
+11
+2% +$3.51K 0.02% 546
2026
Q1 		$214K Buy
666
+20
+3% +$6.88K 0.02% 495
2025
Q4 		$209K Buy
646
+3
+0.5% +$1K 0.02% 503
2025
Q3 		$223K Hold
643
– – 0.02% 481
2025
Q2 		$221K Hold
643
– – 0.02% 451
2025
Q1 		$224K Buy
643
+213
+50% +$74.8K 0.02% 401
2024
Q4 		$55.8K Sell
430
-459
-52% -$171K 0.01% 444
2024
Q3 		$339K Buy
889
+158
+22% +$55.1K 0.04% 312
2024
Q2 		$218 Hold
731
– – 0.02% 402
2024
Q1 		$254K Sell
731
-54
-7% -$17.2K 0.03% 362
2023
Q4 		$245K Sell
785
-44
-5% -$11.8K 0.03% 324
2023
Q3 		$212K Buy
829
+30
+4% +$8.03K 0.03% 354
2023
Q2 		$212K Buy
+799
New +$188K 0.03% 350
2022
Q1 		– Sell
-681
Closed -$240 – 408
2021
Q4 		$240 Buy
+681
New +$220K 0.01% 323

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

First Heartland Consultants's SHW Position: Q2 2026 in Review

First Heartland Consultants increased its Sherwin-Williams (SHW) stake by 1.7% in Q2 2026, buying an estimated $3.51K and bringing the position to 677 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #546.

First Heartland Consultants first reported a position in SHW in Q4 2021 and has held it in 14 quarters since. The position peaked at $339K in Q3 2024. 475 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • First Heartland Consultants held 677 shares of Sherwin-Williams worth $233K as of Q2 2026.
  • First Heartland Consultants bought 11 Sherwin-Williams shares in Q2 2026, an estimated $3.51K.
  • Sherwin-Williams made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #546 holding.
  • First Heartland Consultants first reported a position in Sherwin-Williams in Q4 2021 and has held it in 14 quarters since.
  • First Heartland Consultants's Sherwin-Williams position peaked at $339K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.