IAG Wealth Partners’s Sherwin-Williams SHW Stock Holding History

IAG Wealth Partners’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	$20.7K	Hold	60	–	–	﹤0.01%	307
2026 Q1	$19.2K	Hold	60	–	–	﹤0.01%	310
2025 Q4	$19.4K	Hold	60	–	–	﹤0.01%	294
2025 Q3	$20.8K	Hold	60	–	–	﹤0.01%	301
2025 Q2	$20.6K	Hold	60	–	–	﹤0.01%	281
2025 Q1	$21K	Hold	60	–	–	﹤0.01%	271
2024 Q4	$20.4K	Hold	60	–	–	﹤0.01%	281
2024 Q3	$22.9K	Hold	60	–	–	﹤0.01%	266
2024 Q2	$17.9K	Hold	60	–	–	﹤0.01%	276
2024 Q1	$20.8K	Hold	60	–	–	﹤0.01%	232
2023 Q4	$18.7K	Hold	60	–	–	﹤0.01%	237
2023 Q3	$15.3K	Hold	60	–	–	﹤0.01%	249
2023 Q2	$15.9K	Hold	60	–	–	﹤0.01%	260
2023 Q1	$13.5K	Hold	60	–	–	﹤0.01%	269
2022 Q4	$14.2K	Sell	60 -11	-15%	-$2.54K	﹤0.01%	251
2022 Q3	$15K	Hold	71	–	–	0.01%	232
2022 Q2	$16K	Hold	71	–	–	0.01%	227
2022 Q1	$18K	Buy	71 +11	+18%	+$3.04K	0.01%	237
2021 Q4	$21K	Hold	60	–	–	0.01%	223
2021 Q3	$17K	Hold	60	–	–	0.01%	213
2021 Q2	$17K	Hold	60	–	–	0.01%	206
2021 Q1	$15K	Hold	60	–	–	0.01%	214
2020 Q4	$15K	Hold	60	–	–	0.01%	194
2020 Q3	$14K	Hold	60	–	–	0.01%	193
2020 Q2	$12K	Hold	60	–	–	0.01%	202
2020 Q1	$10K	Hold	60	–	–	0.01%	209
2019 Q4	$12K	Buy	+60	New	+$11.4K	0.01%	237

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

IAG Wealth Partners's SHW Position: Q2 2026 in Review

IAG Wealth Partners held its Sherwin-Williams (SHW) position steady in Q2 2026 at 60 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

IAG Wealth Partners first reported a position in SHW in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.9K in Q3 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

IAG Wealth Partners held 60 shares of Sherwin-Williams worth $20.7K as of Q2 2026.
IAG Wealth Partners left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #307 holding.
IAG Wealth Partners first reported a position in Sherwin-Williams in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Sherwin-Williams position peaked at $22.9K in Q3 2024.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.