Iron Horse Wealth Management’s Sherwin-Williams SHW Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$14.4K	Sell	42 -1	-2%	-$346	﹤0.01%	238
2025 Q1	$15K	Buy	43 +15	+54%	+$5.26K	﹤0.01%	227
2024 Q4	$9.52K	Hold	28	–	–	﹤0.01%	247
2024 Q3	$10.7K	Hold	28	–	–	﹤0.01%	232
2024 Q2	$8.36K	Hold	28	–	–	﹤0.01%	233
2024 Q1	$9.72K	Hold	28	–	–	﹤0.01%	200
2023 Q4	$8.73K	Hold	28	–	–	﹤0.01%	207
2023 Q3	$7.14K	Buy	28 +20	+250%	+$5.35K	﹤0.01%	226
2023 Q2	$2.12K	Hold	8	–	–	﹤0.01%	224
2023 Q1	$1.8K	Buy	+8	New	+$1.83K	﹤0.01%	277

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Iron Horse Wealth Management's SHW Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Sherwin-Williams (SHW) stake by 2.3% in Q2 2025, selling an estimated $346 and leaving 42 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Iron Horse Wealth Management first reported a position in SHW in Q1 2023 and has held it in 10 quarters since. The position peaked at $15K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

Iron Horse Wealth Management held 42 shares of Sherwin-Williams worth $14.4K as of Q2 2025.
Iron Horse Wealth Management sold 1 Sherwin-Williams share in Q2 2025, an estimated $346.
Sherwin-Williams made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #238 holding.
Iron Horse Wealth Management first reported a position in Sherwin-Williams in Q1 2023 and has held it in 10 quarters since.
Iron Horse Wealth Management's Sherwin-Williams position peaked at $15K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.