LWANC
SHW icon

Laurel Wealth Advisors (North Carolina)’s Sherwin-Williams SHW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-3
Closed -$973 – 561
2025
Q4 		$973 Buy
+3
New +$1K ﹤0.01% 642
2025
Q2 		– Sell
-3
Closed -$1.05K – 583
2025
Q1 		$1.05K Buy
+3
New +$1.05K ﹤0.01% 634
2021
Q3 		– Sell
-45
Closed -$12K – 731
2021
Q2 		$12K Hold
45
– – ﹤0.01% 446
2021
Q1 		$11K Buy
+45
New +$10.7K ﹤0.01% 418

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SHW Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 3 shares — an estimated $973 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SHW in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 1,698 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3 Sherwin-Williams shares in Q1 2026, an estimated $973.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Sherwin-Williams in Q1 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Sherwin-Williams position peaked at $12K in Q2 2021.
  • 1,698 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.