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Independent Financial Group’s Sherwin-Williams SHW Stock Holding History

Independent Financial Group’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 		$2.37M Buy
6,874
+1,996
+41% +$638K 0.04% 407
2026
Q1 		$1.56M Sell
4,878
-432
-8% -$149K 0.04% 474
2025
Q4 		$1.72M Sell
5,310
-225
-4% -$75.3K 0.04% 434
2025
Q3 		$1.92M Sell
5,535
-214
-4% -$75.5K 0.05% 397
2025
Q2 		$1.97M Sell
5,749
-24
-0.4% -$8.31K 0.05% 342
2025
Q1 		$2.02M Buy
5,773
+3,371
+140% +$1.18M 0.07% 274
2024
Q4 		$817K Buy
2,402
+419
+21% +$156K 0.03% 533
2024
Q3 		$757K Buy
1,983
+214
+12% +$74.7K 0.03% 522
2024
Q2 		$528K Buy
1,769
+39
+2% +$12.1K 0.02% 587
2024
Q1 		$601K Buy
1,730
+9
+0.5% +$2.87K 0.03% 521
2023
Q4 		$537K Buy
1,721
+129
+8% +$34.7K 0.03% 530
2023
Q3 		$406K Sell
1,592
-14
-0.9% -$3.75K 0.03% 560
2023
Q2 		$426K Sell
1,606
-28
-2% -$6.59K 0.03% 520
2023
Q1 		$367K Sell
1,634
-67
-4% -$15.3K 0.03% 537
2022
Q4 		$404K Sell
1,701
-19
-1% -$4.39K 0.03% 480
2022
Q3 		$352K Sell
1,720
-206
-11% -$48.8K 0.03% 495
2022
Q2 		$431K Buy
1,926
+214
+13% +$54.9K 0.05% 415
2022
Q1 		$427K Buy
1,712
+16
+0.9% +$4.42K 0.03% 476
2021
Q4 		$597K Buy
1,696
+62
+4% +$20K 0.05% 378
2021
Q3 		$457K Sell
1,634
-40
-2% -$11.7K 0.05% 390
2021
Q2 		$456K Buy
1,674
+45
+3% +$12.3K 0.05% 393
2021
Q1 		$401K Buy
1,629
+9
+0.6% +$2.14K 0.05% 381
2020
Q4 		$397K Hold
1,620
– – 0.06% 356
2020
Q3 		$376K Hold
1,620
– – 0.07% 305
2020
Q2 		$312K Sell
1,620
-15
-0.9% -$2.71K 0.07% 309
2020
Q1 		$250K Buy
+1,635
New +$295K 0.07% 281

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Independent Financial Group's SHW Position: Q2 2026 in Review

Independent Financial Group increased its Sherwin-Williams (SHW) stake by 41% in Q2 2026, buying an estimated $638K and bringing the position to 6,874 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #407.

Independent Financial Group first reported a position in SHW in Q1 2020 and has held it in 26 quarters since. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Independent Financial Group held 6,874 shares of Sherwin-Williams worth $2.37M as of Q2 2026.
  • Independent Financial Group bought 1,996 Sherwin-Williams shares in Q2 2026, an estimated $638K.
  • Sherwin-Williams made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #407 holding.
  • Independent Financial Group first reported a position in Sherwin-Williams in Q1 2020 and has held it in 26 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.