Golden State Wealth Management’s Sherwin-Williams SHW Stock Holding History

Golden State Wealth Management’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	$112K	Buy	323 +113	+54%	+$36.1K	0.01%	545
2026 Q1	$67.5K	Hold	210	–	–	0.01%	602
2025 Q4	$68.1K	Buy	210 +2	+1%	+$669	0.01%	614
2025 Q3	$72K	Hold	208	–	–	0.01%	577
2025 Q2	$71.4K	Buy	208 +70	+51%	+$24.3K	0.01%	565
2025 Q1	$48.2K	Buy	138 +1	+0.7%	+$351	0.01%	603
2024 Q4	$46.6K	Buy	+137	New	+$51.1K	0.01%	592
2022 Q1	–	Sell	-1,394	Closed	-$491K	–	354
2021 Q4	$491K	Buy	+1,394	New	+$450K	0.08%	213

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

Golden State Wealth Management's SHW Position: Q2 2026 in Review

Golden State Wealth Management increased its Sherwin-Williams (SHW) stake by 54% in Q2 2026, buying an estimated $36.1K and bringing the position to 323 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #545.

Golden State Wealth Management first reported a position in SHW in Q4 2021 and has held it in 8 quarters since. The position peaked at $491K in Q4 2021. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Golden State Wealth Management held 323 shares of Sherwin-Williams worth $112K as of Q2 2026.
Golden State Wealth Management bought 113 Sherwin-Williams shares in Q2 2026, an estimated $36.1K.
Sherwin-Williams made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #545 holding.
Golden State Wealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 8 quarters since.
Golden State Wealth Management's Sherwin-Williams position peaked at $491K in Q4 2021.
1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.