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J. Safra Asset Management’s Sherwin-Williams SHW Stock Holding History

J. Safra Asset 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
2026
Q1 		– Sell
-15
Closed -$4.86K – 663
2025
Q4 		$4.86K Buy
+15
New +$5.02K ﹤0.01% 431
2022
Q2 		– Sell
-50
Closed – – 127
2022
Q1 		$0 Buy
+50
New +$13.8K ﹤0.01% 128
2016
Q1 		– Sell
-5,325
Closed -$461K – 110
2015
Q4 		$461K Buy
+5,325
New +$461K 0.35% 70

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

J. Safra Asset Management's SHW Position: Q1 2026 in Review

J. Safra Asset Management sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 15 shares — an estimated $4.86K sold.

J. Safra Asset Management first reported a position in SHW in Q4 2015 and held it in 3 quarters. The position peaked at $461K in Q4 2015. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • J. Safra Asset Management reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 15 Sherwin-Williams shares in Q1 2026, an estimated $4.86K.
  • J. Safra Asset Management first reported a position in Sherwin-Williams in Q4 2015 and held it in 3 quarters.
  • J. Safra Asset Management's Sherwin-Williams position peaked at $461K in Q4 2015.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.