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 Q3	$988K	Buy	3,055 +3	+0.1%	+$1.01K	0.1%	120
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Jamison Private Wealth Management's SHW Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Sherwin-Williams (SHW) stake by 0.1% in Q3 2026, buying an estimated $1.01K and bringing the position to 3,055 shares worth $988K. The position accounts for 0.1% of the portfolio, ranked #120.

Jamison Private Wealth Management first reported a position in SHW in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q4 2024. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Jamison Private Wealth Management held 3,055 shares of Sherwin-Williams worth $988K as of Q3 2026.
Jamison Private Wealth Management bought 3 Sherwin-Williams shares in Q3 2026, an estimated $1.01K.
Sherwin-Williams made up 0.1% of Jamison Private Wealth Management's portfolio in Q3 2026, its #120 holding.
Jamison Private Wealth Management first reported a position in Sherwin-Williams in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Sherwin-Williams position peaked at $1.12M in Q4 2024.
1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.