MWM
SHW icon

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

Mission 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 		$5.27M Sell
16,434
-524
-3% -$180K 0.11% 104
2025
Q4 		$5.5M Sell
16,958
-1,258
-7% -$421K 0.11% 102
2025
Q3 		$6.31M Sell
18,216
-1,541
-8% -$543K 0.13% 93
2025
Q2 		$6.78M Sell
19,757
-1,173
-6% -$406K 0.15% 90
2025
Q1 		$7.31M Sell
20,930
-1,423
-6% -$499K 0.18% 77
2024
Q4 		$7.6M Buy
22,353
+128
+0.6% +$47.8K 0.18% 76
2024
Q3 		$8.48M Sell
22,225
-3,519
-14% -$1.23M 0.21% 65
2024
Q2 		$7.68M Buy
25,744
+1,236
+5% +$382K 0.2% 65
2024
Q1 		$8.51M Sell
24,508
-2,125
-8% -$677K 0.22% 67
2023
Q4 		$8.31M Sell
26,633
-533
-2% -$143K 0.27% 52
2023
Q3 		$6.93M Sell
27,166
-2,392
-8% -$640K 0.26% 56
2023
Q2 		$7.85M Sell
29,558
-552
-2% -$130K 0.3% 48
2023
Q1 		$6.77M Sell
30,110
-1,440
-5% -$330K 0.28% 52
2022
Q4 		$7.49M Sell
31,550
-405
-1% -$93.6K 0.36% 43
2022
Q3 		$6.54M Buy
31,955
+11,354
+55% +$2.69M 0.35% 41
2022
Q2 		$4.61M Buy
20,601
+101
+0.5% +$25.9K 0.24% 55
2022
Q1 		$5.12M Buy
20,500
+38
+0.2% +$10.5K 0.24% 55
2021
Q4 		$7.21M Sell
20,462
-356
-2% -$115K 0.32% 45
2021
Q3 		$5.82M Buy
20,818
+14,985
+257% +$4.39M 0.3% 50
2021
Q2 		$1.59M Buy
5,833
+76
+1% +$20.8K 0.08% 117
2021
Q1 		$1.42M Buy
5,757
+87
+2% +$20.7K 0.08% 112
2020
Q4 		$1.39M Sell
5,670
-429
-7% -$102K 0.09% 109
2020
Q3 		$1.42M Buy
6,099
+78
+1% +$17K 0.11% 92
2020
Q2 		$1.16M Buy
6,021
+57
+1% +$10.3K 0.1% 100
2020
Q1 		$914K Sell
5,964
-627
-10% -$113K 0.1% 104
2019
Q4 		$1.28M Buy
6,591
+81
+1% +$15.4K 0.12% 98
2019
Q3 		$1.19M Sell
6,510
-114
-2% -$19.4K 0.13% 92
2019
Q2 		$1.01M Sell
6,624
-714
-10% -$107K 0.11% 95
2019
Q1 		$1.05M Buy
7,338
+270
+4% +$37.6K 0.12% 94
2018
Q4 		$927K Sell
7,068
-1,197
-14% -$161K 0.12% 95
2018
Q3 		$1.25M Sell
8,265
-591
-7% -$87.5K 0.17% 79
2018
Q2 		$1.2M Buy
8,856
+18
+0.2% +$2.33K 0.18% 73
2018
Q1 		$1.16M Sell
8,838
-465
-5% -$63.4K 0.19% 64
2017
Q4 		$1.27M Hold
9,303
– – 0.22% 55
2017
Q3 		$1.11M Hold
9,303
– – 0.2% 57
2017
Q2 		$1.09M Sell
9,303
-9
-0.1% -$1.01K 0.21% 58
2017
Q1 		$963K Buy
9,312
+4,737
+104% +$477K 0.19% 61
2016
Q4 		$410K Hold
4,575
– – 0.08% 108
2016
Q3 		$422K Hold
4,575
– – 0.1% 95
2016
Q2 		$448K Hold
4,575
– – 0.12% 87
2016
Q1 		$434K Buy
+4,575
New +$400K 0.12% 87

Other funds holding SHW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Mission Wealth Management reduced its Sherwin-Williams (SHW) stake by 3.1% in Q1 2026, selling an estimated $180K and leaving 16,434 shares worth $5.27M. The position accounts for 0.11% of the portfolio, ranked #104.

Mission Wealth Management first reported a position in SHW in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.51M in Q1 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Mission Wealth Management held 16,434 shares of Sherwin-Williams worth $5.27M as of Q1 2026.
  • Mission Wealth Management sold 524 Sherwin-Williams shares in Q1 2026, an estimated $180K.
  • Sherwin-Williams made up 0.11% of Mission Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Mission Wealth Management first reported a position in Sherwin-Williams in Q1 2016 and has held it in 41 quarters since.
  • Mission Wealth Management's Sherwin-Williams position peaked at $8.51M in Q1 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

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