IWA
SHW icon

Icon Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Icon Wealth Advisors’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 		$455K Sell
1,433
-888
-38% -$306K 0.03% 267
2025
Q4 		$768K Sell
2,321
-2,236
-49% -$748K 0.05% 201
2025
Q3 		$1.58M Sell
4,557
-803
-15% -$283K 0.11% 137
2025
Q2 		$1.84M Buy
5,360
+3,864
+258% +$1.34M 0.13% 126
2025
Q1 		$522K Buy
1,496
+19
+1% +$6.67K 0.04% 215
2024
Q4 		$502K Sell
1,477
-308
-17% -$115K 0.04% 215
2024
Q3 		$681K Sell
1,785
-274
-13% -$95.6K 0.06% 180
2024
Q2 		$722K Buy
2,059
+487
+31% +$151K 0.06% 168
2024
Q1 		$546K Sell
1,572
-44
-3% -$14K 0.05% 194
2023
Q4 		$504K Buy
+1,616
New +$435K 0.05% 193

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icon Wealth Advisors's SHW Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 38% in Q1 2026, selling an estimated $306K and leaving 1,433 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #267.

Icon Wealth Advisors first reported a position in SHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q2 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Icon Wealth Advisors held 1,433 shares of Sherwin-Williams worth $455K as of Q1 2026.
  • Icon Wealth Advisors sold 888 Sherwin-Williams shares in Q1 2026, an estimated $306K.
  • Sherwin-Williams made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #267 holding.
  • Icon Wealth Advisors first reported a position in Sherwin-Williams in Q4 2023 and has held it in 10 quarters since.
  • Icon Wealth Advisors's Sherwin-Williams position peaked at $1.84M in Q2 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.