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Fortem Financial Group’s Sherwin-Williams SHW Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-598
Closed -$205K – 178
2025
Q2 		$205K Sell
598
-275
-32% -$95.3K 0.07% 165
2025
Q1 		$305K Sell
873
-147
-14% -$51.6K 0.12% 153
2024
Q4 		$347K Sell
1,020
-1
-0.1% -$373 0.13% 137
2024
Q3 		$390K Sell
1,021
-4,690
-82% -$1.64M 0.16% 132
2024
Q2 		$1.7M Sell
5,711
-22
-0.4% -$6.81K 0.73% 39
2024
Q1 		$1.99M Buy
5,733
+255
+5% +$81.2K 0.87% 32
2023
Q4 		$1.71M Buy
5,478
+177
+3% +$47.6K 0.85% 32
2023
Q3 		$1.35M Buy
5,301
+1,352
+34% +$362K 0.79% 34
2023
Q2 		$1.05M Buy
3,949
+357
+10% +$84K 0.62% 51
2023
Q1 		$807K Buy
3,592
+2,347
+189% +$537K 0.53% 69
2022
Q4 		$296K Sell
1,245
-225
-15% -$52K 0.17% 134
2022
Q3 		$301K Buy
1,470
+12
+0.8% +$2.84K 0.21% 126
2022
Q2 		$326K Sell
1,458
-725
-33% -$186K 0.21% 133
2022
Q1 		$545K Sell
2,183
-1,152
-35% -$318K 0.24% 108
2021
Q4 		$1.18M Buy
3,335
+48
+1% +$15.5K 0.54% 69
2021
Q3 		$919K Buy
3,287
+51
+2% +$14.9K 0.47% 78
2021
Q2 		$882K Buy
3,236
+242
+8% +$66.3K 0.45% 82
2021
Q1 		$737K Buy
2,994
+27
+0.9% +$6.43K 0.43% 80
2020
Q4 		$727K Sell
2,967
-15
-0.5% -$3.56K 0.44% 78
2020
Q3 		$692K Buy
+2,982
New +$651K 0.5% 73

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fortem Financial Group's SHW Position: Q3 2025 in Review

Fortem Financial Group sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 598 shares — an estimated $205K sold.

Fortem Financial Group first reported a position in SHW in Q3 2020 and held it in 20 quarters. The position peaked at $1.99M in Q1 2024. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Fortem Financial Group reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 598 Sherwin-Williams shares in Q3 2025, an estimated $205K.
  • Fortem Financial Group first reported a position in Sherwin-Williams in Q3 2020 and held it in 20 quarters.
  • Fortem Financial Group's Sherwin-Williams position peaked at $1.99M in Q1 2024.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.