Kovack Advisors’s Sherwin-Williams SHW Stock Holding History

Kovack Advisors’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
2016 Q1	–	Sell	-93	Closed	-$76K	–	283
2015 Q4	$76K	Buy	93 +75	+417%	+$6.49K	0.05%	203
2015 Q3	$2K	Buy	+18	New	+$1.58K	﹤0.01%	211

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kovack Advisors's SHW Position: Q1 2026 in Review

Kovack Advisors sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 802 shares — an estimated $260K sold.

Kovack Advisors first reported a position in SHW in Q3 2014 and held it in 34 quarters. The position peaked at $1.11M in Q3 2018. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Kovack Advisors reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 802 Sherwin-Williams shares in Q1 2026, an estimated $260K.
Kovack Advisors first reported a position in Sherwin-Williams in Q3 2014 and held it in 34 quarters.
Kovack Advisors's Sherwin-Williams position peaked at $1.11M in Q3 2018.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.