KFI
SHW icon

Key Financial Inc’s Sherwin-Williams SHW Stock Holding History

Key Financial Inc’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 		$79.5K Sell
248
-1
-0.4% -$344 0.01% 441
2025
Q4 		$80.7K Hold
249
– – 0.01% 431
2025
Q3 		$85K Buy
249
+1
+0.4% +$353 0.02% 419
2025
Q2 		$85.2K Hold
248
– – 0.02% 402
2025
Q1 		$86.6K Buy
248
+2
+0.8% +$702 0.02% 386
2024
Q4 		$83.6K Hold
246
– – 0.02% 389
2024
Q3 		$93.9K Buy
246
+6
+3% +$2.09K 0.02% 358
2024
Q2 		$71.6K Hold
240
– – 0.02% 400
2024
Q1 		$83.4K Hold
240
– – 0.02% 353
2023
Q4 		$74.9K Hold
240
– – 0.02% 360
2023
Q3 		$61.2K Hold
240
– – 0.02% 370
2023
Q2 		$63.7K Buy
240
+17
+8% +$4K 0.02% 369
2023
Q1 		$50.1K Hold
223
– – 0.02% 395
2022
Q4 		$45.7K Hold
223
– – 0.02% 373
2022
Q3 		$46K Hold
223
– – 0.02% 376
2022
Q2 		$52K Hold
223
– – 0.03% 354
2022
Q1 		$56K Hold
223
– – 0.03% 348
2021
Q4 		$79K Hold
223
– – 0.04% 273
2021
Q3 		$62K Buy
223
+7
+3% +$2.05K 0.04% 310
2021
Q2 		$63K Buy
216
+33
+18% +$9.04K 0.04% 315
2021
Q1 		$45K Hold
183
– – 0.03% 295
2020
Q4 		$45K Buy
+183
New +$43.4K 0.03% 261
2020
Q2 		– Sell
-183
Closed -$29K – 529
2020
Q1 		$29K Buy
+183
New +$33K 0.03% 286

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

Key Financial Inc's SHW Position: Q1 2026 in Review

Key Financial Inc reduced its Sherwin-Williams (SHW) stake by 0.4% in Q1 2026, selling an estimated $344 and leaving 248 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #441.

Key Financial Inc first reported a position in SHW in Q1 2020 and has held it in 23 quarters since. The position peaked at $93.9K in Q3 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Key Financial Inc held 248 shares of Sherwin-Williams worth $79.5K as of Q1 2026.
  • Key Financial Inc sold 1 Sherwin-Williams share in Q1 2026, an estimated $344.
  • Sherwin-Williams made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #441 holding.
  • Key Financial Inc first reported a position in Sherwin-Williams in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Sherwin-Williams position peaked at $93.9K in Q3 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.