Householder Group Estate & Retirement Specialist’s Sherwin-Williams SHW Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$43K	Buy	127 +5	+4%	+$1.87K	0.03%	223
2024 Q3	$46K	Buy	122 +39	+47%	+$13.6K	0.01%	496
2024 Q2	$24K	Buy	83 +31	+60%	+$9.59K	0.01%	646
2024 Q1	$18.1K	Buy	52 +8	+18%	+$2.55K	0.01%	696
2023 Q4	$13K	Buy	44 +18	+69%	+$4.84K	﹤0.01%	712
2023 Q3	$6.63K	Buy	+26	New	+$6.96K	﹤0.01%	872
2023 Q1	$36K	Buy	+159	New	+$36.4K	0.01%	507
2022 Q4	–	Sell	-199	Closed	-$40K	–	985
2022 Q3	$40K	Buy	+199	New	+$47.1K	0.02%	441

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Householder Group Estate & Retirement Specialist's SHW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Sherwin-Williams (SHW) stake by 4.1% in Q4 2024, buying an estimated $1.87K and bringing the position to 127 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #223.

Householder Group Estate & Retirement Specialist first reported a position in SHW in Q3 2022 and has held it in 8 quarters since. The position peaked at $46K in Q3 2024. 1,679 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Householder Group Estate & Retirement Specialist held 127 shares of Sherwin-Williams worth $43K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 5 Sherwin-Williams shares in Q4 2024, an estimated $1.87K.
Sherwin-Williams made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #223 holding.
Householder Group Estate & Retirement Specialist first reported a position in Sherwin-Williams in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Sherwin-Williams position peaked at $46K in Q3 2024.
1,679 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.