Global Financial Private Client’s Sherwin-Williams SHW Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-33	Closed	-$11.5K	–	1349
2025 Q1	$11.5K	Buy	33 +10	+43%	+$3.51K	﹤0.01%	552
2024 Q4	$7.82K	Buy	23 +5	+28%	+$1.87K	﹤0.01%	588
2024 Q3	$6.87K	Hold	18	–	–	﹤0.01%	609
2024 Q2	$5.37K	Hold	18	–	–	﹤0.01%	500
2024 Q1	$6.09K	Hold	18	–	–	﹤0.01%	505
2023 Q4	$5.61K	Hold	18	–	–	﹤0.01%	504
2023 Q3	$4.55K	Hold	18	–	–	﹤0.01%	507
2023 Q2	$4.75K	Hold	18	–	–	﹤0.01%	507
2023 Q1	$4.08K	Hold	18	–	–	﹤0.01%	522
2022 Q4	$4.27K	Buy	18 +12	+200%	+$2.77K	﹤0.01%	502
2022 Q3	$1.29K	Hold	6	–	–	﹤0.01%	560
2022 Q2	$1.41K	Hold	6	–	–	﹤0.01%	545
2022 Q1	$1.53K	Hold	6	–	–	﹤0.01%	553
2021 Q4	$2.11K	Hold	6	–	–	﹤0.01%	522
2021 Q3	$1.71K	Hold	6	–	–	﹤0.01%	487
2021 Q2	$1.65K	Sell	6 -12	-67%	-$3.29K	﹤0.01%	492
2021 Q1	$1.5K	Buy	18 +12	+200%	+$2.86K	﹤0.01%	467
2020 Q4	$1.47K	Buy	+6	New	+$1.42K	﹤0.01%	449

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Global Financial Private Client's SHW Position: Q2 2025 in Review

Global Financial Private Client sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 33 shares — an estimated $11.5K sold.

Global Financial Private Client first reported a position in SHW in Q4 2020 and held it in 18 quarters. The position peaked at $11.5K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

Global Financial Private Client reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 33 Sherwin-Williams shares in Q2 2025, an estimated $11.5K.
Global Financial Private Client first reported a position in Sherwin-Williams in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Sherwin-Williams position peaked at $11.5K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.