Montrusco Bolton Investments’s Sherwin-Williams SHW Stock Holding History

Montrusco Bolton Investments’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	–	Sell	-360,931	Closed	-$113M	–	82
2026 Q1	$113M	Sell	360,931 -26,748	-7%	-$9.21M	1.71%	24
2025 Q4	$123M	Sell	387,679 -32,119	-8%	-$10.7M	1.53%	21
2025 Q3	$143M	Sell	419,798 -23,133	-5%	-$8.16M	1.66%	22
2025 Q2	$149M	Sell	442,931 -1,606	-0.4%	-$556K	1.66%	24
2025 Q1	$152M	Buy	444,537 +228,367	+106%	+$80.1M	2%	20
2024 Q4	$73.5M	Sell	216,170 -21,340	-9%	-$7.96M	0.89%	27
2024 Q3	$90.7M	Sell	237,510 -36,800	-13%	-$12.8M	0.96%	24
2024 Q2	$81.9M	Buy	274,310 +12,528	+5%	+$3.88M	0.86%	30
2024 Q1	$90.9M	Buy	+261,782	New	+$83.4M	0.97%	26

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Montrusco Bolton Investments's SHW Position: Q2 2026 in Review

Montrusco Bolton Investments sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 360,931 shares — an estimated $113M sold.

Montrusco Bolton Investments first reported a position in SHW in Q1 2024 and held it in 9 quarters. The position peaked at $152M in Q1 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Montrusco Bolton Investments reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
Montrusco Bolton Investments sold 360,931 Sherwin-Williams shares in Q2 2026, an estimated $113M.
Montrusco Bolton Investments first reported a position in Sherwin-Williams in Q1 2024 and held it in 9 quarters.
Montrusco Bolton Investments's Sherwin-Williams position peaked at $152M in Q1 2025.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.