Menard Financial Group’s Sherwin-Williams SHW Stock Holding History

Menard Financial Group’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	–	Sell	-298	Closed	-$101K	–	268
2024 Q4	$101K	Buy	+298	New	+$111K	0.06%	138
2023 Q3	–	Sell	-876	Closed	-$233K	–	83
2023 Q2	$233K	Sell	876 -190	-18%	-$44.7K	0.48%	53
2023 Q1	$240K	Sell	1,066 -197	-16%	-$45.1K	0.55%	51
2022 Q4	$300K	Buy	1,263 +145	+13%	+$33.5K	0.71%	39
2022 Q3	$229K	Buy	1,118 +37	+3%	+$8.77K	0.41%	69
2022 Q2	$242K	Sell	1,081 -274	-20%	-$70.3K	0.4%	73
2022 Q1	$338K	Buy	1,355 +130	+11%	+$35.9K	0.33%	96
2021 Q4	$431K	Buy	1,225 +201	+20%	+$64.9K	0.35%	82
2021 Q3	$286K	Buy	1,024 +2	+0.2%	+$585	0.25%	114
2021 Q2	$278K	Buy	1,022 +176	+21%	+$48.2K	0.26%	111
2021 Q1	$208K	Buy	+846	New	+$202K	0.22%	135

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Menard Financial Group's SHW Position: Q1 2025 in Review

Menard Financial Group sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 298 shares — an estimated $101K sold.

Menard Financial Group first reported a position in SHW in Q1 2021 and held it in 11 quarters. The position peaked at $431K in Q4 2021. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Menard Financial Group reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 298 Sherwin-Williams shares in Q1 2025, an estimated $101K.
Menard Financial Group first reported a position in Sherwin-Williams in Q1 2021 and held it in 11 quarters.
Menard Financial Group's Sherwin-Williams position peaked at $431K in Q4 2021.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.