PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Sherwin-Williams SHW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$101K	Sell	294 -39	-12%	-$12.5K	0.03%	252
2026 Q1	$107K	Hold	333	–	–	0.03%	230
2025 Q4	$108K	Sell	333 -36	-10%	-$12K	0.03%	227
2025 Q3	$128K	Hold	369	–	–	0.04%	190
2025 Q2	$127K	Sell	369 -30	-8%	-$10.4K	0.04%	174
2025 Q1	$139K	Sell	399 -100	-20%	-$35.1K	0.05%	162
2024 Q4	$170K	Buy	499 +100	+25%	+$37.3K	0.07%	147
2024 Q3	$152K	Hold	399	–	–	0.08%	114
2024 Q2	$119K	Hold	399	–	–	0.07%	135
2024 Q1	$139K	Sell	399 -1,413	-78%	-$450K	0.09%	118
2023 Q4	$565K	Sell	1,812 -36	-2%	-$9.68K	0.36%	42
2023 Q3	$472K	Buy	1,848 +3	+0.2%	+$803	0.34%	42
2023 Q2	$490K	Sell	1,845 -14	-0.8%	-$3.3K	0.36%	36
2023 Q1	$418K	Buy	1,859 +8	+0.4%	+$1.83K	0.33%	38
2022 Q4	$439K	Buy	+1,851	New	+$428K	0.38%	38

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SHW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Sherwin-Williams (SHW) stake by 12% in Q2 2026, selling an estimated $12.5K and leaving 294 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #252.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $565K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 294 shares of Sherwin-Williams worth $101K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 39 Sherwin-Williams shares in Q2 2026, an estimated $12.5K.
Sherwin-Williams made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #252 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Sherwin-Williams in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Sherwin-Williams position peaked at $565K in Q4 2023.
1,017 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.