FC
SHW icon

Forte Capital’s Sherwin-Williams SHW Stock Holding History

Forte Capital’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
2025
Q2 		$631K Sell
1,838
-285
-13% -$98.7K 0.07% 157
2025
Q1 		$741K Sell
2,123
-97
-4% -$34K 0.09% 138
2024
Q4 		$755K Sell
2,220
-29
-1% -$10.8K 0.08% 133
2024
Q3 		$858K Sell
2,249
-137
-6% -$47.8K 0.1% 129
2024
Q2 		$712K Sell
2,386
-8
-0.3% -$2.48K 0.09% 127
2024
Q1 		$831K Sell
2,394
-286
-11% -$91.1K 0.1% 116
2023
Q4 		$836K Buy
2,680
+275
+11% +$74K 0.11% 114
2023
Q3 		$613K Sell
2,405
-25
-1% -$6.69K 0.09% 118
2023
Q2 		$645K Sell
2,430
-56
-2% -$13.2K 0.09% 117
2023
Q1 		$559K Buy
2,486
+73
+3% +$16.7K 0.09% 128
2022
Q4 		$573K Buy
2,413
+125
+5% +$28.9K 0.1% 118
2022
Q3 		$468K Buy
2,288
+157
+7% +$37.2K 0.08% 124
2022
Q2 		$477K Buy
2,131
+25
+1% +$6.41K 0.08% 126
2022
Q1 		$742K Hold
2,106
– – 0.09% 125
2021
Q4 		$742K Buy
2,106
+10
+0.5% +$3.23K 0.09% 125
2021
Q3 		$586K Buy
2,096
+12
+0.6% +$3.51K 0.08% 141
2021
Q2 		$568K Buy
2,084
+98
+5% +$26.9K 0.08% 137
2021
Q1 		$489K Buy
1,986
+252
+15% +$60K 0.08% 139
2020
Q4 		$425K Buy
1,734
+132
+8% +$31.3K 0.07% 145
2020
Q3 		$372K Buy
+1,602
New +$350K 0.07% 146

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forte Capital's SHW Position: Q2 2025 in Review

Forte Capital reduced its Sherwin-Williams (SHW) stake by 13% in Q2 2025, selling an estimated $98.7K and leaving 1,838 shares worth $631K. The position accounts for 0.07% of the portfolio, ranked #157.

Forte Capital first reported a position in SHW in Q3 2020 and has held it in 20 quarters since. The position peaked at $858K in Q3 2024. 1,648 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Forte Capital held 1,838 shares of Sherwin-Williams worth $631K as of Q2 2025.
  • Forte Capital sold 285 Sherwin-Williams shares in Q2 2025, an estimated $98.7K.
  • Sherwin-Williams made up 0.07% of Forte Capital's portfolio in Q2 2025, its #157 holding.
  • Forte Capital first reported a position in Sherwin-Williams in Q3 2020 and has held it in 20 quarters since.
  • Forte Capital's Sherwin-Williams position peaked at $858K in Q3 2024.
  • 1,648 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.