Jones Financial Companies
SHW icon

Jones Financial Companies’s Sherwin-Williams SHW Stock Holding History

Jones Financial Companies’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
Q1 		$35.5M Buy
112,487
+89,752
+395% +$30.9M 0.02% 438
2025
Q4 		$7.37M Buy
22,735
+1,165
+5% +$390K ﹤0.01% 529
2025
Q3 		$7.38M Buy
21,570
+639
+3% +$225K 0.01% 478
2025
Q2 		$7.24M Sell
20,931
-92
-0.4% -$31.9K 0.01% 417
2025
Q1 		$7.15M Buy
21,023
+4,011
+24% +$1.41M 0.01% 357
2024
Q4 		$5.78M Buy
17,012
+3,462
+26% +$1.29M 0.01% 339
2024
Q3 		$5.19M Buy
13,550
+5,823
+75% +$2.03M 0.01% 289
2024
Q2 		$2.31M Buy
7,727
+6,961
+909% +$2.15M ﹤0.01% 291
2024
Q1 		$266K Buy
766
+361
+89% +$115K ﹤0.01% 421
2023
Q4 		$126K Sell
405
-19
-4% -$5.11K ﹤0.01% 376
2023
Q3 		$108K Buy
424
+28
+7% +$7.5K ﹤0.01% 303
2023
Q2 		$105K Buy
396
+12
+3% +$2.83K ﹤0.01% 308
2023
Q1 		$86.3K Buy
384
+143
+59% +$32.7K ﹤0.01% 316
2022
Q4 		$57K Buy
241
+12
+5% +$2.77K ﹤0.01% 335
2022
Q3 		$47K Sell
229
-84
-27% -$19.9K ﹤0.01% 333
2022
Q2 		$70K Sell
313
-8
-2% -$2.05K ﹤0.01% 316
2022
Q1 		$80K Buy
321
+28
+10% +$7.73K ﹤0.01% 317
2021
Q4 		$103K Buy
293
+18
+7% +$5.82K ﹤0.01% 306
2021
Q3 		$77K Buy
275
+71
+35% +$20.8K ﹤0.01% 288
2021
Q2 		$56K Sell
204
-18
-8% -$4.93K ﹤0.01% 304
2021
Q1 		$55K Buy
222
+147
+196% +$35K ﹤0.01% 341
2020
Q4 		$18K Buy
+75
New +$17.8K ﹤0.01% 377
2018
Q2 		– Sell
-2,037
Closed -$266K – 214
2018
Q1 		$266K Buy
+2,037
New +$278K ﹤0.01% 197

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jones Financial Companies's SHW Position: Q1 2026 in Review

Jones Financial Companies increased its Sherwin-Williams (SHW) stake by 395% in Q1 2026, buying an estimated $30.9M and bringing the position to 112,487 shares worth $35.5M. The position accounts for 0.02% of the portfolio, ranked #438.

Jones Financial Companies first reported a position in SHW in Q1 2018 and has held it in 23 quarters since. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Jones Financial Companies held 112,487 shares of Sherwin-Williams worth $35.5M as of Q1 2026.
  • Jones Financial Companies bought 89,752 Sherwin-Williams shares in Q1 2026, an estimated $30.9M.
  • Sherwin-Williams made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #438 holding.
  • Jones Financial Companies first reported a position in Sherwin-Williams in Q1 2018 and has held it in 23 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.