HWM
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HB Wealth Management’s Sherwin-Williams SHW Stock Holding History

HB 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 		$8.94M Sell
25,950
-3,671
-12% -$1.17M 0.05% 187
2026
Q1 		$9.5M Sell
29,621
-3,097
-9% -$1.07M 0.06% 164
2025
Q4 		$10.6M Sell
32,718
-1,361
-4% -$455K 0.07% 146
2025
Q3 		$11.8M Buy
34,079
+993
+3% +$350K 0.08% 132
2025
Q2 		$11.4M Buy
33,086
+1,260
+4% +$437K 0.09% 119
2025
Q1 		$11.1M Buy
31,826
+10,301
+48% +$3.62M 0.09% 119
2024
Q4 		$7.32M Buy
21,525
+153
+0.7% +$57.1K 0.07% 126
2024
Q3 		$8.16M Buy
21,372
+252
+1% +$87.9K 0.09% 110
2024
Q2 		$6.3M Buy
21,120
+502
+2% +$155K 0.07% 129
2024
Q1 		$7.16M Sell
20,618
-337
-2% -$107K 0.09% 115
2023
Q4 		$6.54M Buy
20,955
+471
+2% +$127K 0.09% 115
2023
Q3 		$5.22M Buy
20,484
+1,355
+7% +$363K 0.08% 122
2023
Q2 		$5.08M Buy
19,129
+628
+3% +$148K 0.08% 122
2023
Q1 		$4.16M Buy
18,501
+1,524
+9% +$349K 0.07% 138
2022
Q4 		$4.03M Buy
16,977
+1,234
+8% +$285K 0.07% 134
2022
Q3 		$3.22M Buy
15,743
+1,711
+12% +$405K 0.07% 134
2022
Q2 		$3.14M Buy
14,032
+1,740
+14% +$446K 0.06% 140
2022
Q1 		$3.07M Buy
12,292
+3,233
+36% +$893K 0.06% 140
2021
Q4 		$3.19M Buy
+9,059
New +$2.93M 0.06% 120

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

HB Wealth Management's SHW Position: Q2 2026 in Review

HB Wealth Management reduced its Sherwin-Williams (SHW) stake by 12% in Q2 2026, selling an estimated $1.17M and leaving 25,950 shares worth $8.94M. The position accounts for 0.05% of the portfolio, ranked #187.

HB Wealth Management first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q3 2025. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • HB Wealth Management held 25,950 shares of Sherwin-Williams worth $8.94M as of Q2 2026.
  • HB Wealth Management sold 3,671 Sherwin-Williams shares in Q2 2026, an estimated $1.17M.
  • Sherwin-Williams made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #187 holding.
  • HB Wealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Sherwin-Williams position peaked at $11.8M in Q3 2025.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.