Forvis Mazars Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Forvis Mazars 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	$1.31M	Sell	4,096 -239	-6%	-$82.3K	0.02%	188
2025 Q4	$1.4M	Sell	4,335 -295	-6%	-$98.7K	0.03%	180
2025 Q3	$1.6M	Sell	4,630 -68	-1%	-$24K	0.03%	171
2025 Q2	$1.61M	Buy	4,698 +6	+0.1%	+$2.08K	0.03%	172
2025 Q1	$1.64M	Buy	4,692 +608	+15%	+$213K	0.04%	168
2024 Q4	$1.39M	Buy	4,084 +169	+4%	+$63.1K	0.03%	189
2024 Q3	$1.49M	Buy	+3,915	New	+$1.37M	0.03%	188
2021 Q1	–	Sell	-1,053	Closed	-$258K	–	342
2020 Q4	$258K	Buy	1,053 +45	+4%	+$10.7K	0.01%	312
2020 Q3	$234K	Buy	+1,008	New	+$220K	0.01%	290

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SHW Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 5.5% in Q1 2026, selling an estimated $82.3K and leaving 4,096 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #188.

Forvis Mazars Wealth Advisors first reported a position in SHW in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.64M in Q1 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Forvis Mazars Wealth Advisors held 4,096 shares of Sherwin-Williams worth $1.31M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 239 Sherwin-Williams shares in Q1 2026, an estimated $82.3K.
Sherwin-Williams made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #188 holding.
Forvis Mazars Wealth Advisors first reported a position in Sherwin-Williams in Q3 2020 and has held it in 9 quarters since.
Forvis Mazars Wealth Advisors's Sherwin-Williams position peaked at $1.64M in Q1 2025.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.