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 Q2	$1.05M	Sell	3,052 -161	-5%	-$51.4K	0.11%	120
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jamison Private Wealth Management's SHW Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Sherwin-Williams (SHW) stake by 5% in Q2 2026, selling an estimated $51.4K and leaving 3,052 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #120.

Jamison Private Wealth Management first reported a position in SHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q4 2024. 1,745 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Jamison Private Wealth Management held 3,052 shares of Sherwin-Williams worth $1.05M as of Q2 2026.
Jamison Private Wealth Management sold 161 Sherwin-Williams shares in Q2 2026, an estimated $51.4K.
Sherwin-Williams made up 0.11% of Jamison Private Wealth Management's portfolio in Q2 2026, its #120 holding.
Jamison Private Wealth Management first reported a position in Sherwin-Williams in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Sherwin-Williams position peaked at $1.12M in Q4 2024.
1,745 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.