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FSM Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

FSM 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 		$3.14M Sell
9,108
-226
-2% -$72.2K 0.33% 43
2026
Q1 		$2.99M Buy
9,334
+6,433
+222% +$2.21M 0.38% 39
2025
Q4 		$940K Sell
2,901
-496
-15% -$166K 0.13% 93
2025
Q3 		$1.18M Sell
3,397
-70
-2% -$24.7K 0.17% 84
2025
Q2 		$1.2M Buy
3,467
+1,179
+52% +$408K 0.2% 75
2025
Q1 		$799K Sell
2,288
-32
-1% -$11.2K 0.18% 77
2024
Q4 		$822K Sell
2,320
-375
-14% -$140K 0.2% 69
2024
Q3 		$1.03M Buy
2,695
+47
+2% +$16.4K 0.27% 57
2024
Q2 		$790K Sell
2,648
-61
-2% -$18.9K 0.27% 66
2024
Q1 		$941K Sell
2,709
-14
-0.5% -$4.46K 0.33% 53
2023
Q4 		$849K Sell
2,723
-41
-1% -$11K 0.36% 51
2023
Q3 		$705K Buy
2,764
+51
+2% +$13.7K 0.35% 56
2023
Q2 		$709K Sell
2,713
-55
-2% -$12.9K 0.36% 61
2023
Q1 		$622K Sell
2,768
-662
-19% -$151K 0.36% 63
2022
Q4 		$814K Buy
3,430
+856
+33% +$198K 0.58% 42
2022
Q3 		$527K Buy
2,574
+50
+2% +$11.8K 0.44% 60
2022
Q2 		$607K Buy
+2,524
New +$648K 0.6% 47

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

FSM Wealth Advisors's SHW Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 2.4% in Q2 2026, selling an estimated $72.2K and leaving 9,108 shares worth $3.14M. The position accounts for 0.33% of the portfolio, ranked #43.

FSM Wealth Advisors first reported a position in SHW in Q2 2022 and has held it in 17 quarters since. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • FSM Wealth Advisors held 9,108 shares of Sherwin-Williams worth $3.14M as of Q2 2026.
  • FSM Wealth Advisors sold 226 Sherwin-Williams shares in Q2 2026, an estimated $72.2K.
  • Sherwin-Williams made up 0.33% of FSM Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • FSM Wealth Advisors first reported a position in Sherwin-Williams in Q2 2022 and has held it in 17 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.