IWN
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Independent Wealth Network’s Sherwin-Williams SHW Stock Holding History

Independent Wealth Network’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
Q3 		$404K Sell
1,251
-246
-16% -$83.1K 0.1% 213
2026
Q2 		$515K Sell
1,497
-131
-8% -$41.8K 0.13% 177
2026
Q1 		$522K Sell
1,628
-7
-0.4% -$2.41K 0.16% 158
2025
Q4 		$530K Buy
1,635
+35
+2% +$11.7K 0.16% 142
2025
Q3 		$554K Sell
1,600
-40
-2% -$14.1K 0.18% 136
2025
Q2 		$563K Sell
1,640
-11
-0.7% -$3.81K 0.2% 127
2025
Q1 		$577K Sell
1,651
-24
-1% -$8.42K 0.23% 112
2024
Q4 		$569K Buy
1,675
+123
+8% +$45.9K 0.23% 112
2024
Q3 		$592K Sell
1,552
-147
-9% -$51.3K 0.26% 103
2024
Q2 		$507K Sell
1,699
-18
-1% -$5.57K 0.24% 112
2024
Q1 		$596K Sell
1,717
-73
-4% -$23.3K 0.28% 91
2023
Q4 		$558K Sell
1,790
-110
-6% -$29.6K 0.29% 89
2023
Q3 		$485K Sell
1,900
-194
-9% -$51.9K 0.3% 88
2023
Q2 		$556K Sell
2,094
-21
-1% -$4.94K 0.33% 77
2023
Q1 		$475K Buy
2,115
+684
+48% +$157K 0.3% 80
2022
Q4 		$340K Sell
1,431
-9
-0.6% -$2.08K 0.23% 109
2022
Q3 		$295K Sell
1,440
-72
-5% -$17.1K 0.23% 122
2022
Q2 		$339K Sell
1,512
-50
-3% -$12.8K 0.24% 110
2022
Q1 		$390K Buy
1,562
+6
+0.4% +$1.66K 0.25% 110
2021
Q4 		$548K Sell
1,556
-4
-0.3% -$1.29K 0.34% 82
2021
Q3 		$490K Buy
+1,560
New +$457K 0.32% 91

Other funds holding SHW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Independent Wealth Network's SHW Position: Q3 2026 in Review

Independent Wealth Network reduced its Sherwin-Williams (SHW) stake by 16% in Q3 2026, selling an estimated $83.1K and leaving 1,251 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #213.

Independent Wealth Network first reported a position in SHW in Q3 2021 and has held it in 21 quarters since. The position peaked at $596K in Q1 2024. 1,412 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Independent Wealth Network held 1,251 shares of Sherwin-Williams worth $404K as of Q3 2026.
  • Independent Wealth Network sold 246 Sherwin-Williams shares in Q3 2026, an estimated $83.1K.
  • Sherwin-Williams made up 0.1% of Independent Wealth Network's portfolio in Q3 2026, its #213 holding.
  • Independent Wealth Network first reported a position in Sherwin-Williams in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's Sherwin-Williams position peaked at $596K in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.