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
2024 Q1	–	Hold	0	–	-$437K	–	695
2023 Q4	–	Hold	0	–	–	–	404
2023 Q3	–	Hold	0	–	–	–	414
2023 Q2	–	Hold	0	–	–	–	408
2023 Q1	–	Hold	0	–	–	–	436
2022 Q4	–	Hold	0	–	–	–	275
2022 Q3	–	Hold	0	–	–	–	282
2022 Q2	–	Sell	-4,000	Closed	-$1.03M	–	209
2022 Q1	$999K	Hold	4,000	–	–	0.05%	204
2021 Q4	$1.41M	Hold	4,000	–	–	0.06%	149
2021 Q3	$1.12M	Buy	+4,000	New	+$1.17M	0.06%	165

Other funds holding SHW

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mission Wealth Management's SHW Position: Q2 2026 in Review

Mission Wealth Management increased its Sherwin-Williams (SHW) stake by 9.5% in Q2 2026, buying an estimated $497K and bringing the position to 17,990 shares worth $6.19M. The position accounts for 0.08% of the portfolio, ranked #151.

Mission Wealth Management first reported a position in SHW in Q1 2016 and has held it in 42 quarters since. The position peaked at $8.51M in Q1 2024. 270 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Mission Wealth Management held 17,990 shares of Sherwin-Williams worth $6.19M as of Q2 2026.
Mission Wealth Management bought 1,556 Sherwin-Williams shares in Q2 2026, an estimated $497K.
Sherwin-Williams made up 0.08% of Mission Wealth Management's portfolio in Q2 2026, its #151 holding.
Mission Wealth Management first reported a position in Sherwin-Williams in Q1 2016 and has held it in 42 quarters since.
Mission Wealth Management's Sherwin-Williams position peaked at $8.51M in Q1 2024.
270 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.