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Forum Financial Management’s Sherwin-Williams SHW Stock Holding History

Forum Financial Management’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 		$334K Hold
971
– – ﹤0.01% 260
2026
Q1 		$311K Sell
971
-1,030
-51% -$355K ﹤0.01% 255
2025
Q4 		$648K Sell
2,001
-240
-11% -$80.3K 0.01% 370
2025
Q3 		$776K Buy
2,241
+223
+11% +$78.6K 0.01% 301
2025
Q2 		$693K Sell
2,018
-22
-1% -$7.62K 0.01% 302
2025
Q1 		$712K Hold
2,040
– – 0.01% 268
2024
Q4 		$693K Buy
2,040
+169
+9% +$63.1K 0.01% 285
2024
Q3 		$714K Buy
1,871
+7
+0.4% +$2.44K 0.01% 241
2024
Q2 		$556K Hold
1,864
– – 0.01% 279
2024
Q1 		$647K Hold
1,864
– – 0.01% 263
2023
Q4 		$581K Sell
1,864
-103
-5% -$27.7K 0.01% 255
2023
Q3 		$502K Buy
1,967
+300
+18% +$80.3K 0.01% 284
2023
Q2 		$443K Buy
1,667
+83
+5% +$19.5K 0.01% 316
2023
Q1 		$356K Sell
1,584
-38
-2% -$8.7K 0.01% 354
2022
Q4 		$385K Buy
1,622
+48
+3% +$11.1K 0.01% 319
2022
Q3 		$322K Buy
1,574
+62
+4% +$14.7K 0.02% 322
2022
Q2 		$339K Buy
1,512
+23
+2% +$5.9K 0.02% 318
2022
Q1 		$371K Sell
1,489
-79
-5% -$21.8K 0.02% 308
2021
Q4 		$552K Buy
+1,568
New +$507K 0.03% 222

Other funds holding SHW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's SHW Position: Q2 2026 in Review

Forum Financial Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 971 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Forum Financial Management first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $776K in Q3 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Forum Financial Management held 971 shares of Sherwin-Williams worth $334K as of Q2 2026.
  • Forum Financial Management left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #260 holding.
  • Forum Financial Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Sherwin-Williams position peaked at $776K in Q3 2025.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.