Founders Financial Alliance’s Sherwin-Williams SHW Stock Holding History

Founders Financial Alliance’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	$325K	Buy	943 +9	+1%	+$2.88K	0.04%	323
2026 Q1	$299K	Sell	934 -25	-3%	-$8.61K	0.05%	297
2025 Q4	$311K	Sell	959 -57	-6%	-$19.1K	0.06%	274
2025 Q3	$352K	Sell	1,016 -60	-6%	-$21.2K	0.07%	257
2025 Q2	$369K	Buy	1,076 +194	+22%	+$67.2K	0.08%	224
2025 Q1	$308K	Buy	+882	New	+$310K	0.07%	251
2020 Q4	–	Sell	-72	Closed	-$17K	–	1103
2020 Q3	$17K	Buy	+72	New	+$15.7K	0.01%	619

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

Founders Financial Alliance's SHW Position: Q2 2026 in Review

Founders Financial Alliance increased its Sherwin-Williams (SHW) stake by 0.96% in Q2 2026, buying an estimated $2.88K and bringing the position to 943 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #323.

Founders Financial Alliance first reported a position in SHW in Q3 2020 and has held it in 7 quarters since. The position peaked at $369K in Q2 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Founders Financial Alliance held 943 shares of Sherwin-Williams worth $325K as of Q2 2026.
Founders Financial Alliance bought 9 Sherwin-Williams shares in Q2 2026, an estimated $2.88K.
Sherwin-Williams made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #323 holding.
Founders Financial Alliance first reported a position in Sherwin-Williams in Q3 2020 and has held it in 7 quarters since.
Founders Financial Alliance's Sherwin-Williams position peaked at $369K in Q2 2025.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.