JPWM
SHW icon

Jamison Private Wealth Management’s Sherwin-Williams SHW Stock Holding History

Jamison Private 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
2026
Q1 		$1.03M Buy
3,213
+3
+0.1% +$1.03K 0.13% 116
2025
Q4 		$1.04M Buy
3,210
+3
+0.1% +$1K 0.13% 116
2025
Q3 		$1.11M Buy
3,207
+1,262
+65% +$445K 0.14% 111
2025
Q2 		$668K Sell
1,945
-1,256
-39% -$435K 0.1% 127
2025
Q1 		$1.12M Sell
3,201
-106
-3% -$37.2K 0.17% 101
2024
Q4 		$1.12M Buy
3,307
+1,220
+58% +$455K 0.17% 103
2024
Q3 		$796K Buy
2,087
+3
+0.1% +$1.05K 0.12% 112
2024
Q2 		$622K Buy
2,084
+3
+0.1% +$928 0.1% 121
2024
Q1 		$723K Buy
2,081
+3
+0.1% +$956 0.12% 112
2023
Q4 		$648K Buy
2,078
+3
+0.1% +$807 0.12% 114
2023
Q3 		$529K Buy
+2,075
New +$555K 0.11% 123

Other funds holding SHW

BlackRock
BlackRock New York $5.7T 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