KWM
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Kingsview Wealth Management’s Sherwin-Williams SHW Stock Holding History

Kingsview 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
2020
Q4 		– Sell
-1,500
Closed -$12K – 777
2020
Q3 		$12K Buy
+1,500
New +$328K ﹤0.01% 604

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

Kingsview Wealth Management's SHW Position: Q1 2026 in Review

Kingsview Wealth Management increased its Sherwin-Williams (SHW) stake by 54% in Q1 2026, buying an estimated $209K and bringing the position to 1,735 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #866.

Kingsview Wealth Management first reported a position in SHW in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q4 2020. 1,691 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Kingsview Wealth Management held 1,735 shares of Sherwin-Williams worth $556K as of Q1 2026.
  • Kingsview Wealth Management bought 607 Sherwin-Williams shares in Q1 2026, an estimated $209K.
  • Sherwin-Williams made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #866 holding.
  • Kingsview Wealth Management first reported a position in Sherwin-Williams in Q3 2019 and has held it in 26 quarters since.
  • Kingsview Wealth Management's Sherwin-Williams position peaked at $1.3M in Q4 2020.
  • 1,691 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.