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Larry Mathis Financial Planning’s Sherwin-Williams SHW Stock Holding History

Larry Mathis 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
2026
Q2 		– Sell
-667
Closed -$214K – 179
2026
Q1 		$214K Sell
667
-16
-2% -$5.51K 0.19% 142
2025
Q4 		$221K Buy
+683
New +$228K 0.2% 142

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Larry Mathis Financial Planning's SHW Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 667 shares — an estimated $214K sold.

Larry Mathis Financial Planning first reported a position in SHW in Q4 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 1,732 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 667 Sherwin-Williams shares in Q2 2026, an estimated $214K.
  • Larry Mathis Financial Planning first reported a position in Sherwin-Williams in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Sherwin-Williams position peaked at $221K in Q4 2025.
  • 1,732 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.