Institute for Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Sell |
3,471
-20
| -0.6% | -$6.39K | 0.11% | 178 |
|
|
2026
Q1 | $1.12M | Sell |
3,491
-29
| -0.8% | -$9.98K | 0.12% | 180 |
|
|
2025
Q4 | $1.14M | Sell |
3,520
-115
| -3% | -$38.5K | 0.12% | 172 |
|
|
2025
Q3 | $1.26M | Sell |
3,635
-90
| -2% | -$31.7K | 0.13% | 161 |
|
|
2025
Q2 | $1.28M | Sell |
3,725
-84
| -2% | -$29.1K | 0.14% | 150 |
|
|
2025
Q1 | $1.33M | Sell |
3,809
-317
| -8% | -$111K | 0.17% | 134 |
|
|
2024
Q4 | $1.4M | Buy |
4,126
+155
| +4% | +$57.9K | 0.18% | 120 |
|
|
2024
Q3 | $1.52M | Buy |
3,971
+48
| +1% | +$16.8K | 0.19% | 119 |
|
|
2024
Q2 | $1.17M | Buy |
3,923
+175
| +5% | +$54.1K | 0.16% | 143 |
|
|
2024
Q1 | $1.3M | Sell |
3,748
-25
| -0.7% | -$7.96K | 0.17% | 131 |
|
|
2023
Q4 | $1.18M | Sell |
3,773
-25
| -0.7% | -$6.72K | 0.19% | 135 |
|
|
2023
Q3 | $969K | Sell |
3,798
-139
| -4% | -$37.2K | 0.17% | 146 |
|
|
2023
Q2 | $1.05M | Sell |
3,937
-74
| -2% | -$17.4K | 0.18% | 138 |
|
|
2023
Q1 | $902K | Sell |
4,011
-115
| -3% | -$26.3K | 0.17% | 154 |
|
|
2022
Q4 | $979K | Buy |
4,126
+166
| +4% | +$38.4K | 0.21% | 138 |
|
|
2022
Q3 | $811K | Buy |
3,960
+32
| +0.8% | +$7.58K | 0.18% | 151 |
|
|
2022
Q2 | $879K | Buy |
3,928
+196
| +5% | +$50.3K | 0.17% | 154 |
|
|
2022
Q1 | $931K | Buy |
3,732
+126
| +3% | +$34.8K | 0.15% | 173 |
|
|
2021
Q4 | $1.27M | Buy |
3,606
+116
| +3% | +$37.5K | 0.21% | 126 |
|
|
2021
Q3 | $976K | Buy |
3,490
+299
| +9% | +$87.5K | 0.17% | 152 |
|
|
2021
Q2 | $870K | Buy |
3,191
+20
| +0.6% | +$5.48K | 0.15% | 175 |
|
|
2021
Q1 | $780K | Buy |
3,171
+288
| +10% | +$68.6K | 0.15% | 184 |
|
|
2020
Q4 | $706K | Buy |
2,883
+45
| +2% | +$10.7K | 0.14% | 189 |
|
|
2020
Q3 | $659K | Sell |
2,838
-27
| -0.9% | -$5.9K | 0.15% | 174 |
|
|
2020
Q2 | $552K | Buy |
2,865
+138
| +5% | +$24.9K | 0.14% | 209 |
|
|
2020
Q1 | $418K | Buy |
2,727
+381
| +16% | +$68.7K | 0.13% | 216 |
|
|
2019
Q4 | $456K | Buy |
2,346
+462
| +25% | +$88.1K | 0.1% | 273 |
|
|
2019
Q3 | $345K | Buy |
1,884
+45
| +2% | +$7.66K | 0.09% | 302 |
|
|
2019
Q2 | $281K | Sell |
1,839
-27
| -1% | -$4.04K | 0.06% | 371 |
|
|
2019
Q1 | $268K | Buy |
+1,866
| New | +$260K | 0.06% | 357 |
|
|
2018
Q1 | – | Sell |
-1,683
| Closed | -$231K | – | 380 |
|
|
2017
Q4 | $231K | Buy |
+1,683
| New | +$221K | 0.05% | 338 |
|
Other funds holding SHW
Institute for Wealth Management's SHW Position: Q2 2026 in Review
Institute for Wealth Management reduced its Sherwin-Williams (SHW) stake by 0.57% in Q2 2026, selling an estimated $6.39K and leaving 3,471 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #178.
Institute for Wealth Management first reported a position in SHW in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.52M in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Institute for Wealth Management held 3,471 shares of Sherwin-Williams worth $1.2M as of Q2 2026.
- Institute for Wealth Management sold 20 Sherwin-Williams shares in Q2 2026, an estimated $6.39K.
- Sherwin-Williams made up 0.11% of Institute for Wealth Management's portfolio in Q2 2026, its #178 holding.
- Institute for Wealth Management first reported a position in Sherwin-Williams in Q4 2017 and has held it in 31 quarters since.
- Institute for Wealth Management's Sherwin-Williams position peaked at $1.52M in Q3 2024.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.