LOWM
SHW icon

Laurel Oak Wealth Management’s Sherwin-Williams SHW Stock Holding History

Laurel Oak 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
2026
Q2 		$1.27M Sell
3,698
-94
-2% -$30K 0.19% 101
2026
Q1 		$1.22M Sell
3,792
-54
-1% -$18.6K 0.2% 90
2025
Q4 		$1.25M Buy
+3,846
New +$1.29M 0.21% 88

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

Laurel Oak Wealth Management's SHW Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Sherwin-Williams (SHW) stake by 2.5% in Q2 2026, selling an estimated $30K and leaving 3,698 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #101.

Laurel Oak Wealth Management first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Laurel Oak Wealth Management held 3,698 shares of Sherwin-Williams worth $1.27M as of Q2 2026.
  • Laurel Oak Wealth Management sold 94 Sherwin-Williams shares in Q2 2026, an estimated $30K.
  • Sherwin-Williams made up 0.19% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Laurel Oak Wealth Management first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.