FWA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Flagship Wealth Advisors's SHW Position: Q1 2026 in Review

Flagship Wealth Advisors held its Sherwin-Williams (SHW) position steady in Q1 2026 at 625 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #97.

Flagship Wealth Advisors first reported a position in SHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Flagship Wealth Advisors held 625 shares of Sherwin-Williams worth $215K as of Q1 2026.
  • Flagship Wealth Advisors left its Sherwin-Williams share count unchanged in Q1 2026.
  • Sherwin-Williams made up 0.09% of Flagship Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • Flagship Wealth Advisors first reported a position in Sherwin-Williams in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Sherwin-Williams position peaked at $218K in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.