Monarch Capital Management
SHW icon

Monarch Capital Management’s Sherwin-Williams SHW Stock Holding History

Monarch Capital 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
Q3 		$466K Sell
1,443
-15
-1% -$5.07K 0.11% 107
2026
Q2 		$502K Sell
1,458
-1
-0.1% -$319 0.12% 105
2026
Q1 		$468K Buy
1,459
+19
+1% +$6.54K 0.11% 102
2025
Q4 		$467K Sell
1,440
-16
-1% -$5.35K 0.11% 99
2025
Q3 		$504K Buy
1,456
+121
+9% +$42.7K 0.12% 96
2025
Q2 		$458K Buy
1,335
+4
+0.3% +$1.39K 0.12% 94
2025
Q1 		$465K Hold
1,331
– – 0.13% 92
2024
Q4 		$452K Sell
1,331
-125
-9% -$46.7K 0.12% 90
2024
Q3 		$556K Hold
1,456
– – 0.15% 85
2024
Q2 		$435K Hold
1,456
– – 0.13% 92
2024
Q1 		$506K Sell
1,456
-5
-0.3% -$1.59K 0.14% 88
2023
Q4 		$456K Sell
1,461
-130
-8% -$35K 0.14% 89
2023
Q3 		$406K Hold
1,591
– – 0.13% 91
2023
Q2 		$422K Hold
1,591
– – 0.13% 94
2023
Q1 		$358K Hold
1,591
– – 0.11% 96
2022
Q4 		$378K Sell
1,591
-60
-4% -$13.9K 0.12% 96
2022
Q3 		$338K Hold
1,651
– – 0.11% 95
2022
Q2 		$370K Hold
1,651
– – 0.11% 96
2022
Q1 		$412K Buy
1,651
+1,025
+164% +$283K 0.11% 97
2021
Q4 		$220K Buy
+626
New +$202K 0.06% 119

Other funds holding SHW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Monarch Capital Management's SHW Position: Q3 2026 in Review

Monarch Capital Management reduced its Sherwin-Williams (SHW) stake by 1% in Q3 2026, selling an estimated $5.07K and leaving 1,443 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #107.

Monarch Capital Management first reported a position in SHW in Q4 2021 and has held it in 20 quarters since. The position peaked at $556K in Q3 2024. 1,316 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Monarch Capital Management held 1,443 shares of Sherwin-Williams worth $466K as of Q3 2026.
  • Monarch Capital Management sold 15 Sherwin-Williams shares in Q3 2026, an estimated $5.07K.
  • Sherwin-Williams made up 0.11% of Monarch Capital Management's portfolio in Q3 2026, its #107 holding.
  • Monarch Capital Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 20 quarters since.
  • Monarch Capital Management's Sherwin-Williams position peaked at $556K in Q3 2024.
  • 1,316 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.