Kerr Financial Planning’s Sherwin-Williams SHW Stock Holding History

Kerr Financial Planning’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
2025 Q4	–	Sell	-4	Closed	-$1.33K	–	556
2025 Q3	$1.33K	Buy	+4	New	+$1.41K	﹤0.01%	506

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kerr Financial Planning's SHW Position: Q4 2025 in Review

Kerr Financial Planning sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 4 shares — an estimated $1.33K sold.

Kerr Financial Planning first reported a position in SHW in Q3 2025 and held it in 1 quarter. The position peaked at $1.33K in Q3 2025. 1,720 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

Kerr Financial Planning reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 4 Sherwin-Williams shares in Q4 2025, an estimated $1.33K.
Kerr Financial Planning first reported a position in Sherwin-Williams in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Sherwin-Williams position peaked at $1.33K in Q3 2025.
1,720 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.