Flagship Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Flagship Wealth Advisors’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	$215K	Hold	625	–	–	0.05%	145
2026 Q1	$215K	Hold	625	–	–	0.09%	97
2025 Q4	$203K	Hold	625	–	–	0.06%	123
2025 Q3	$216K	Hold	625	–	–	0.07%	112
2025 Q2	$215K	Hold	625	–	–	0.08%	109
2025 Q1	$218K	Hold	625	–	–	0.09%	103
2024 Q4	$212K	Buy	+625	New	+$233K	0.12%	89

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

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Flagship Wealth Advisors's SHW Position: Q2 2026 in Review

Flagship Wealth Advisors held its Sherwin-Williams (SHW) position steady in Q2 2026 at 625 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #145.

Flagship Wealth Advisors first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $218K in Q1 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Flagship Wealth Advisors held 625 shares of Sherwin-Williams worth $215K as of Q2 2026.
Flagship Wealth Advisors left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.05% of Flagship Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Flagship Wealth Advisors first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Sherwin-Williams position peaked at $218K in Q1 2025.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.