JFS Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $315K | Buy |
914
+18
| +2% | +$5.75K | 0.02% | 286 |
|
|
2026
Q1 | $287K | Sell |
896
-107
| -11% | -$36.8K | 0.02% | 280 |
|
|
2025
Q4 | $325K | Buy |
1,003
+43
| +4% | +$14.4K | 0.02% | 263 |
|
|
2025
Q3 | $332K | Hold |
960
| – | – | 0.02% | 266 |
|
|
2025
Q2 | $330K | Sell |
960
-1
| -0.1% | -$346 | 0.02% | 250 |
|
|
2025
Q1 | $336K | Hold |
961
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $327K | Sell |
961
-3
| -0.3% | -$1.12K | 0.02% | 240 |
|
|
2024
Q3 | $368K | Buy |
964
+2
| +0.2% | +$698 | 0.02% | 226 |
|
|
2024
Q2 | $287K | Sell |
962
-36
| -4% | -$11.1K | 0.02% | 202 |
|
|
2024
Q1 | $347K | Buy |
998
+28
| +3% | +$8.92K | 0.03% | 188 |
|
|
2023
Q4 | $303K | Sell |
970
-23
| -2% | -$6.18K | 0.03% | 189 |
|
|
2023
Q3 | $253K | Buy |
993
+121
| +14% | +$32.4K | 0.02% | 194 |
|
|
2023
Q2 | $232K | Buy |
872
+22
| +3% | +$5.18K | 0.02% | 203 |
|
|
2023
Q1 | $191K | Sell |
850
-26
| -3% | -$5.95K | 0.02% | 223 |
|
|
2022
Q4 | $208K | Buy |
876
+647
| +283% | +$150K | 0.02% | 211 |
|
|
2022
Q3 | $47K | Sell |
229
-75
| -25% | -$17.8K | 0.01% | 388 |
|
|
2022
Q2 | $68K | Buy |
304
+77
| +34% | +$19.8K | 0.01% | 345 |
|
|
2022
Q1 | $57K | Buy |
227
+38
| +20% | +$10.5K | 0.01% | 400 |
|
|
2021
Q4 | $67K | Buy |
189
+24
| +15% | +$7.75K | 0.01% | 375 |
|
|
2021
Q3 | $46K | Hold |
165
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $45K | Hold |
165
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $41K | Hold |
165
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $40K | Hold |
165
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $38K | Hold |
165
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $32K | Hold |
165
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $25K | Buy |
+165
| New | +$29.8K | 0.01% | 261 |
|
|
2018
Q4 | – | Sell |
-90
| Closed | -$14K | – | 519 |
|
|
2018
Q3 | $14K | Buy |
+90
| New | +$13.3K | ﹤0.01% | 367 |
|
|
2015
Q3 | – | Sell |
-21
| Closed | -$2K | – | 557 |
|
|
2015
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 469 |
|
|
2015
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 465 |
|
|
2014
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 484 |
|
|
2014
Q3 | $2K | Sell |
21
-9
| -30% | -$639 | ﹤0.01% | 437 |
|
|
2014
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 435 |
|
Other funds holding SHW
JFS Wealth Advisors's SHW Position: Q2 2026 in Review
JFS Wealth Advisors increased its Sherwin-Williams (SHW) stake by 2% in Q2 2026, buying an estimated $5.75K and bringing the position to 914 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #286.
JFS Wealth Advisors first reported a position in SHW in Q2 2014 and has held it in 32 quarters since. The position peaked at $368K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- JFS Wealth Advisors held 914 shares of Sherwin-Williams worth $315K as of Q2 2026.
- JFS Wealth Advisors bought 18 Sherwin-Williams shares in Q2 2026, an estimated $5.75K.
- Sherwin-Williams made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #286 holding.
- JFS Wealth Advisors first reported a position in Sherwin-Williams in Q2 2014 and has held it in 32 quarters since.
- JFS Wealth Advisors's Sherwin-Williams position peaked at $368K in Q3 2024.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.