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 Q2	$1.39M	Sell	4,031 -65	-2%	-$20.8K	0.02%	196
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SHW Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 1.6% in Q2 2026, selling an estimated $20.8K and leaving 4,031 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #196.

Forvis Mazars Wealth Advisors first reported a position in SHW in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.64M in Q1 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,031 shares of Sherwin-Williams worth $1.39M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 65 Sherwin-Williams shares in Q2 2026, an estimated $20.8K.
Sherwin-Williams made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Forvis Mazars Wealth Advisors first reported a position in Sherwin-Williams in Q3 2020 and has held it in 10 quarters since.
Forvis Mazars Wealth Advisors's Sherwin-Williams position peaked at $1.64M in Q1 2025.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.