MWM
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Modern Wealth Management’s Sherwin-Williams SHW Stock Holding History

Modern 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 		$490K Sell
1,504
-94
-6% -$32.4K 0.01% 584
2025
Q4 		$518K Buy
1,598
+172
+12% +$57.5K 0.01% 529
2025
Q3 		$494K Sell
1,426
-137
-9% -$48.3K 0.01% 508
2025
Q2 		$537K Buy
1,563
+181
+13% +$62.7K 0.01% 462
2025
Q1 		$483K Buy
1,382
+505
+58% +$177K 0.02% 429
2024
Q4 		$298K Buy
+877
New +$327K 0.01% 459

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

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

Modern Wealth Management reduced its Sherwin-Williams (SHW) stake by 5.9% in Q1 2026, selling an estimated $32.4K and leaving 1,504 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #584.

Modern Wealth Management first reported a position in SHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $537K in Q2 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Modern Wealth Management held 1,504 shares of Sherwin-Williams worth $490K as of Q1 2026.
  • Modern Wealth Management sold 94 Sherwin-Williams shares in Q1 2026, an estimated $32.4K.
  • Sherwin-Williams made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #584 holding.
  • Modern Wealth Management first reported a position in Sherwin-Williams in Q4 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's Sherwin-Williams position peaked at $537K in Q2 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.