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Montgomery Financial Services’s Sherwin-Williams SHW Stock Holding History

Montgomery Financial Services’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
Q2 		$29.3K Buy
+85
New +$27.2K 0.03% 97

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Montgomery Financial Services's SHW Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Sherwin-Williams (SHW) in Q2 2026: 85 shares worth $29.3K. The stake represents 0.03% of the portfolio and ranks #97 among its holdings.

1,654 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Montgomery Financial Services held 85 shares of Sherwin-Williams worth $29.3K as of Q2 2026.
  • Sherwin-Williams was a new Montgomery Financial Services position in Q2 2026.
  • Sherwin-Williams made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #97 holding.
  • 1,654 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.