Massachusetts Wealth Management’s Sherwin-Williams SHW Stock Holding History

Massachusetts 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 Q1	$1.17M	Buy	3,650 +80	+2%	+$27.5K	0.51%	68
2025 Q4	$1.16M	Buy	3,570 +15	+0.4%	+$5.02K	0.54%	68
2025 Q3	$1.23M	Buy	3,555 +25	+0.7%	+$8.81K	0.61%	65
2025 Q2	$1.21M	Buy	3,530 +10	+0.3%	+$3.46K	0.68%	57
2025 Q1	$1.23M	Sell	3,520 -75	-2%	-$26.3K	0.84%	47
2024 Q4	$1.22M	Sell	3,595 -50	-1%	-$18.7K	0.75%	55
2024 Q3	$1.39M	Buy	3,645 +70	+2%	+$24.4K	0.88%	50
2024 Q2	$1.07M	Hold	3,575	–	–	0.72%	56
2024 Q1	$1.24M	Buy	3,575 +100	+3%	+$31.9K	0.88%	50
2023 Q4	$1.08M	Buy	3,475 +100	+3%	+$26.9K	0.87%	46
2023 Q3	$861K	Hold	3,375	–	–	0.79%	52
2023 Q2	$896K	Sell	3,375 -210	-6%	-$49.4K	0.86%	51
2023 Q1	$806K	Sell	3,585 -475	-12%	-$109K	0.83%	50
2022 Q4	$961K	Buy	+4,060	New	+$939K	0.93%	48

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

Massachusetts Wealth Management's SHW Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Sherwin-Williams (SHW) stake by 2.2% in Q1 2026, buying an estimated $27.5K and bringing the position to 3,650 shares worth $1.17M. The position accounts for 0.51% of the portfolio, ranked #68.

Massachusetts Wealth Management first reported a position in SHW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Massachusetts Wealth Management held 3,650 shares of Sherwin-Williams worth $1.17M as of Q1 2026.
Massachusetts Wealth Management bought 80 Sherwin-Williams shares in Q1 2026, an estimated $27.5K.
Sherwin-Williams made up 0.51% of Massachusetts Wealth Management's portfolio in Q1 2026, its #68 holding.
Massachusetts Wealth Management first reported a position in Sherwin-Williams in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's Sherwin-Williams position peaked at $1.39M in Q3 2024.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.