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BFC Planning, Inc.’s Sherwin-Williams SHW Stock Holding History

BFC Planning, Inc.’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 		$100K Buy
290
+93
+47% +$29.7K ﹤0.01% 1238
2026
Q1 		$63.3K Buy
197
+3
+2% +$1.03K ﹤0.01% 1252
2025
Q4 		$63K Sell
194
-1
-0.5% -$335 ﹤0.01% 1282
2025
Q3 		$67.6K Sell
195
-6
-3% -$2.12K ﹤0.01% 1069
2025
Q2 		$69.1K Buy
201
+11
+6% +$3.81K 0.01% 1009
2025
Q1 		$66.4K Sell
190
-16
-8% -$5.62K 0.01% 999
2024
Q4 		$70K Buy
+206
New +$76.9K 0.01% 987

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BFC Planning, Inc.'s SHW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Sherwin-Williams (SHW) stake by 47% in Q2 2026, buying an estimated $29.7K and bringing the position to 290 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

BFC Planning, Inc. first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. 1,751 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • BFC Planning, Inc. held 290 shares of Sherwin-Williams worth $100K as of Q2 2026.
  • BFC Planning, Inc. bought 93 Sherwin-Williams shares in Q2 2026, an estimated $29.7K.
  • Sherwin-Williams made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1238 holding.
  • BFC Planning, Inc. first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.