Morton Brown Family Wealth’s Sherwin-Williams SHW Stock Holding History

Morton Brown Family Wealth’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	$1.03K	Hold	3	–	–	﹤0.01%	307
2026 Q1	$962	Hold	3	–	–	﹤0.01%	269
2025 Q4	$972	Buy	+3	New	+$1K	﹤0.01%	275
2024 Q1	–	Sell	-9	Closed	-$2.81K	–	278
2023 Q4	$2.81K	Buy	+9	New	+$2.42K	﹤0.01%	227
2022 Q1	–	Sell	-5	Closed	-$2K	–	199
2021 Q4	$2K	Buy	+5	New	+$1.62K	﹤0.01%	173

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

Morton Brown Family Wealth's SHW Position: Q2 2026 in Review

Morton Brown Family Wealth held its Sherwin-Williams (SHW) position steady in Q2 2026 at 3 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Morton Brown Family Wealth first reported a position in SHW in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.81K in Q4 2023. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Morton Brown Family Wealth held 3 shares of Sherwin-Williams worth $1.03K as of Q2 2026.
Morton Brown Family Wealth left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #307 holding.
Morton Brown Family Wealth first reported a position in Sherwin-Williams in Q4 2021 and has held it in 5 quarters since.
Morton Brown Family Wealth's Sherwin-Williams position peaked at $2.81K in Q4 2023.
1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.