Independent Family Office’s Sherwin-Williams SHW Stock Holding History

Independent Family Office’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	$1.8M	Sell	5,600 -56	-1%	-$19.3K	0.74%	22
2025 Q4	$1.83M	Sell	5,656 -1	-0%	-$335	0.77%	21
2025 Q3	$1.96M	Hold	5,657	–	–	0.83%	21
2025 Q2	$1.94M	Buy	5,657 +25	+0.4%	+$8.66K	0.9%	19
2025 Q1	$1.97M	Hold	5,632	–	–	1.03%	15
2024 Q4	$1.91M	Hold	5,632	–	–	0.99%	16
2024 Q3	$2.15M	Buy	5,632 +182	+3%	+$63.5K	1.08%	18
2024 Q2	$1.63M	Sell	5,450 -1,729	-24%	-$535K	0.93%	20
2024 Q1	$2.49M	Hold	7,179	–	–	1.34%	18
2023 Q4	$2.24M	Hold	7,179	–	–	1.27%	18
2023 Q3	$1.83M	Hold	7,179	–	–	1.14%	19
2023 Q2	$1.91M	Sell	7,179 -171	-2%	-$40.3K	1.15%	19
2023 Q1	$1.65M	Hold	7,350	–	–	0.95%	23
2022 Q4	$1.74M	Hold	7,350	–	–	1.05%	20
2022 Q3	$1.5M	Buy	+7,350	New	+$1.74M	0.74%	22

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

Independent Family Office's SHW Position: Q1 2026 in Review

Independent Family Office reduced its Sherwin-Williams (SHW) stake by 0.99% in Q1 2026, selling an estimated $19.3K and leaving 5,600 shares worth $1.8M. The position accounts for 0.74% of the portfolio, ranked #22.

Independent Family Office first reported a position in SHW in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.49M in Q1 2024. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Independent Family Office held 5,600 shares of Sherwin-Williams worth $1.8M as of Q1 2026.
Independent Family Office sold 56 Sherwin-Williams shares in Q1 2026, an estimated $19.3K.
Sherwin-Williams made up 0.74% of Independent Family Office's portfolio in Q1 2026, its #22 holding.
Independent Family Office first reported a position in Sherwin-Williams in Q3 2022 and has held it in 15 quarters since.
Independent Family Office's Sherwin-Williams position peaked at $2.49M in Q1 2024.
1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.