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Marcum Wealth’s Sherwin-Williams SHW Stock Holding History

Marcum Wealth’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
2025
Q1 		$614K Sell
1,758
-9
-0.5% -$3.16K 0.05% 166
2024
Q4 		$601K Sell
1,767
-7
-0.4% -$2.61K 0.05% 169
2024
Q3 		$677K Buy
1,774
+19
+1% +$6.63K 0.06% 152
2024
Q2 		$524K Buy
1,755
+16
+0.9% +$4.95K 0.05% 182
2024
Q1 		$604K Sell
1,739
-11
-0.6% -$3.5K 0.06% 166
2023
Q4 		$546K Sell
1,750
-55
-3% -$14.8K 0.06% 168
2023
Q3 		$460K Sell
1,805
-26
-1% -$6.96K 0.06% 185
2023
Q2 		$486K Buy
1,831
+11
+0.6% +$2.59K 0.06% 179
2023
Q1 		$409K Buy
1,820
+62
+4% +$14.2K 0.05% 205
2022
Q4 		$417K Sell
1,758
-155
-8% -$35.8K 0.06% 191
2022
Q3 		$392K Buy
1,913
+228
+14% +$54K 0.06% 190
2022
Q2 		$377K Buy
1,685
+266
+19% +$68.2K 0.06% 199
2022
Q1 		$354K Sell
1,419
-291
-17% -$80.4K 0.05% 221
2021
Q4 		$602K Sell
1,710
-5
-0.3% -$1.62K 0.08% 155
2021
Q3 		$480K Sell
1,715
-98
-5% -$28.7K 0.08% 160
2021
Q2 		$494K Buy
1,813
+46
+3% +$12.6K 0.08% 149
2021
Q1 		$435K Buy
1,767
+468
+36% +$112K 0.07% 166
2020
Q4 		$319K Buy
1,299
+273
+27% +$64.8K 0.07% 102
2020
Q3 		$239K Sell
1,026
-81
-7% -$17.7K 0.07% 98
2020
Q2 		$213K Buy
+1,107
New +$200K 0.07% 105
2020
Q1 		– Sell
-2,181
Closed -$424K – 104
2019
Q4 		$424K Buy
+2,181
New +$416K 0.16% 55

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Marcum Wealth's SHW Position: Q1 2025 in Review

Marcum Wealth reduced its Sherwin-Williams (SHW) stake by 0.51% in Q1 2025, selling an estimated $3.16K and leaving 1,758 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #166.

Marcum Wealth first reported a position in SHW in Q4 2019 and has held it in 21 quarters since. The position peaked at $677K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

  • Marcum Wealth held 1,758 shares of Sherwin-Williams worth $614K as of Q1 2025.
  • Marcum Wealth sold 9 Sherwin-Williams shares in Q1 2025, an estimated $3.16K.
  • Sherwin-Williams made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #166 holding.
  • Marcum Wealth first reported a position in Sherwin-Williams in Q4 2019 and has held it in 21 quarters since.
  • Marcum Wealth's Sherwin-Williams position peaked at $677K in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.