Joel Isaacson & Co’s Sherwin-Williams SHW Stock Holding History

Joel Isaacson & Co’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	$376K	Hold	1,092	–	–	0.01%	345
2026 Q1	$350K	Hold	1,092	–	–	0.01%	337
2025 Q4	$354K	Buy	1,092 +195	+22%	+$65.2K	0.01%	333
2025 Q3	$311K	Hold	897	–	–	0.01%	342
2025 Q2	$308K	Hold	897	–	–	0.01%	329
2025 Q1	$313K	Hold	897	–	–	0.01%	310
2024 Q4	$305K	Buy	+897	New	+$335K	0.01%	298
2017 Q1	–	Sell	-354	Closed	-$32K	–	470
2016 Q4	$32K	Hold	354	–	–	0.01%	375
2016 Q3	$33K	Hold	354	–	–	0.01%	390
2016 Q2	$35K	Buy	354 +315	+808%	+$30.7K	0.01%	380
2016 Q1	$4K	Hold	39	–	–	﹤0.01%	683
2015 Q4	$3K	Hold	39	–	–	﹤0.01%	666
2015 Q3	$3K	Sell	39 -108	-73%	-$9.47K	﹤0.01%	664
2015 Q2	$13K	Buy	+147	New	+$13.9K	﹤0.01%	558
2014 Q4	–	Sell	-60	Closed	-$4K	–	657
2014 Q3	$4K	Buy	+60	New	+$4.26K	﹤0.01%	540

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

Joel Isaacson & Co's SHW Position: Q2 2026 in Review

Joel Isaacson & Co held its Sherwin-Williams (SHW) position steady in Q2 2026 at 1,092 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #345.

Joel Isaacson & Co first reported a position in SHW in Q3 2014 and has held it in 15 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Joel Isaacson & Co held 1,092 shares of Sherwin-Williams worth $376K as of Q2 2026.
Joel Isaacson & Co left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #345 holding.
Joel Isaacson & Co first reported a position in Sherwin-Williams in Q3 2014 and has held it in 15 quarters since.
1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.