Jessup Wealth Management
SHW icon

Jessup Wealth Management’s Sherwin-Williams SHW Stock Holding History

Jessup 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 		$616K Sell
1,905
-309
-14% -$104K 0.13% 54
2026
Q2 		$762K Sell
2,214
-61
-3% -$19.5K 0.23% 45
2026
Q1 		$729K Sell
2,275
-48
-2% -$16.5K 0.27% 42
2025
Q4 		$753K Buy
2,323
+2
+0.1% +$669 0.25% 44
2025
Q3 		$804K Sell
2,321
-20
-0.9% -$7.05K 0.3% 40
2025
Q2 		$804K Buy
2,341
+32
+1% +$11.1K 0.32% 42
2025
Q1 		$806K Sell
2,309
-38
-2% -$13.3K 0.34% 40
2024
Q4 		$798K Hold
2,347
– – 0.34% 35
2024
Q3 		$896K Sell
2,347
-218
-8% -$76.1K 0.41% 32
2024
Q2 		$765K Sell
2,565
-20,863
-89% -$6.45M 0.33% 37
2024
Q1 		$8.14M Sell
23,428
-195
-0.8% -$62.1K 3.48% 9
2023
Q4 		$7.37M Buy
23,623
+282
+1% +$75.8K 3.68% 9
2023
Q3 		$5.95M Buy
23,341
+20,343
+679% +$5.45M 3.43% 8
2023
Q2 		$796K Sell
2,998
-200
-6% -$47.1K 0.43% 36
2023
Q1 		$719K Sell
3,198
-43
-1% -$9.8K 0.43% 37
2022
Q4 		$769K Buy
+3,241
New +$749K 0.49% 37

Other funds holding SHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Jessup Wealth Management's SHW Position: Q3 2026 in Review

Jessup Wealth Management reduced its Sherwin-Williams (SHW) stake by 14% in Q3 2026, selling an estimated $104K and leaving 1,905 shares worth $616K. The position accounts for 0.13% of the portfolio, ranked #54.

Jessup Wealth Management first reported a position in SHW in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.14M in Q1 2024. 1,022 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Jessup Wealth Management held 1,905 shares of Sherwin-Williams worth $616K as of Q3 2026.
  • Jessup Wealth Management sold 309 Sherwin-Williams shares in Q3 2026, an estimated $104K.
  • Sherwin-Williams made up 0.13% of Jessup Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Jessup Wealth Management first reported a position in Sherwin-Williams in Q4 2022 and has held it in 16 quarters since.
  • Jessup Wealth Management's Sherwin-Williams position peaked at $8.14M in Q1 2024.
  • 1,022 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.