Johnson & White Wealth Management
SHW icon

Johnson & White Wealth Management’s Sherwin-Williams SHW Stock Holding History

Johnson & White 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 		– Sell
-608
Closed -$209K – 119
2026
Q2 		$209K Buy
+608
New +$194K 0.08% 112
2026
Q1 		– Sell
-628
Closed -$203K – 109
2025
Q4 		$203K Buy
628
+7
+1% +$2.34K 0.09% 107
2025
Q3 		$215K Hold
621
– – 0.1% 105
2025
Q2 		$213K Sell
621
-3
-0.5% -$1.04K 0.11% 99
2025
Q1 		$218K Buy
624
+5
+0.8% +$1.76K 0.12% 93
2024
Q4 		$206K Buy
+619
New +$231K 0.12% 96
2024
Q2 		– Sell
-628
Closed -$218K – 82
2024
Q1 		$218K Sell
628
-385
-38% -$123K 0.16% 82
2023
Q4 		$316K Buy
1,013
+5
+0.5% +$1.34K 0.26% 63
2023
Q3 		$257K Buy
+1,008
New +$270K 0.23% 65
2023
Q2 		– Sell
-1,008
Closed -$227K – 68
2023
Q1 		$227K Buy
+1,008
New +$231K 0.2% 70
2022
Q4 		– Sell
-1,008
Closed -$206K – 118
2022
Q3 		$206K Buy
+1,008
New +$239K 0.23% 74

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

Johnson & White Wealth Management's SHW Position: Q3 2026 in Review

Johnson & White Wealth Management sold out of Sherwin-Williams (SHW) in Q3 2026, closing a stake of 608 shares — an estimated $209K sold.

Johnson & White Wealth Management first reported a position in SHW in Q3 2022 and held it in 11 quarters. The position peaked at $316K in Q4 2023. 969 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Johnson & White Wealth Management reported no remaining Sherwin-Williams position as of Q3 2026 after selling out during the quarter.
  • Johnson & White Wealth Management sold 608 Sherwin-Williams shares in Q3 2026, an estimated $209K.
  • Johnson & White Wealth Management first reported a position in Sherwin-Williams in Q3 2022 and held it in 11 quarters.
  • Johnson & White Wealth Management's Sherwin-Williams position peaked at $316K in Q4 2023.
  • 969 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.