HighMark Wealth Management’s Sherwin-Williams SHW Stock Holding History

HighMark 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 Q1	–	Sell	-2	Closed	-$648	–	592
2025 Q4	$648	Buy	+2	New	+$669	﹤0.01%	529
2025 Q1	–	Sell	-19	Closed	-$6.46K	–	600
2024 Q4	$6.46K	Hold	19	–	–	﹤0.01%	352
2024 Q3	$7.25K	Sell	19 -2	-10%	-$698	﹤0.01%	346
2024 Q2	$6.27K	Hold	21	–	–	﹤0.01%	354
2024 Q1	$7.29K	Hold	21	–	–	﹤0.01%	334
2023 Q4	$6.55K	Hold	21	–	–	﹤0.01%	329
2023 Q3	$5.36K	Sell	21 -13	-38%	-$3.48K	﹤0.01%	341
2023 Q2	$9.03K	Hold	34	–	–	0.01%	271
2023 Q1	$7.64K	Sell	34 -9	-21%	-$2.06K	0.01%	332
2022 Q4	$10.2K	Buy	43 +9	+26%	+$2.08K	0.01%	251
2022 Q3	$7K	Buy	34 +13	+62%	+$3.08K	0.01%	293
2022 Q2	$5K	Hold	21	–	–	﹤0.01%	354
2022 Q1	$5K	Hold	21	–	–	﹤0.01%	371
2021 Q4	$7K	Hold	21	–	–	﹤0.01%	322
2021 Q3	$6K	Hold	21	–	–	﹤0.01%	332
2021 Q2	$6K	Sell	21 -9	-30%	-$2.47K	﹤0.01%	340
2021 Q1	$7K	Hold	30	–	–	0.01%	306
2020 Q4	$7K	Hold	30	–	–	0.01%	289
2020 Q3	$7K	Buy	+30	New	+$6.55K	0.01%	280

Other funds holding SHW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HighMark Wealth Management's SHW Position: Q1 2026 in Review

HighMark Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 2 shares — an estimated $648 sold.

HighMark Wealth Management first reported a position in SHW in Q3 2020 and held it in 19 quarters. The position peaked at $10.2K in Q4 2022. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

HighMark Wealth Management reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
HighMark Wealth Management sold 2 Sherwin-Williams shares in Q1 2026, an estimated $648.
HighMark Wealth Management first reported a position in Sherwin-Williams in Q3 2020 and held it in 19 quarters.
HighMark Wealth Management's Sherwin-Williams position peaked at $10.2K in Q4 2022.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.