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Moseley Investment Management’s Sherwin-Williams SHW Stock Holding History

Moseley Investment 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 		$422K Sell
1,318
-92
-7% -$31.7K 0.13% 98
2025
Q4 		$457K Sell
1,410
-210
-13% -$70.2K 0.14% 101
2025
Q3 		$561K Sell
1,620
-734
-31% -$259K 0.17% 90
2025
Q2 		$808K Sell
2,354
-26
-1% -$9.01K 0.28% 73
2025
Q1 		$831K Buy
2,380
+23
+1% +$8.07K 0.33% 67
2024
Q4 		$801K Sell
2,357
-54
-2% -$20.2K 0.31% 68
2024
Q3 		$920K Sell
2,411
-37
-2% -$12.9K 0.37% 63
2024
Q2 		$731K Sell
2,448
-102
-4% -$31.6K 0.34% 67
2024
Q1 		$886K Sell
2,550
-113
-4% -$36K 0.44% 59
2023
Q4 		$831K Sell
2,663
-110
-4% -$29.6K 0.46% 55
2023
Q3 		$707K Sell
2,773
-10
-0.4% -$2.68K 0.42% 60
2023
Q2 		$739K Buy
2,783
+62
+2% +$14.6K 0.43% 59
2023
Q1 		$612K Buy
2,721
+38
+1% +$8.7K 0.4% 63
2022
Q4 		$637K Sell
2,683
-57
-2% -$13.2K 0.46% 57
2022
Q3 		$561K Buy
2,740
+270
+11% +$64K 0.41% 61
2022
Q2 		$553K Buy
2,470
+328
+15% +$84.2K 0.39% 67
2022
Q1 		$535K Buy
2,142
+261
+14% +$72.1K 0.29% 91
2021
Q4 		$662K Sell
1,881
-110
-6% -$35.5K 0.3% 85
2021
Q3 		$567K Buy
1,991
+22
+1% +$6.44K 0.28% 92
2021
Q2 		$537K Buy
+1,969
New +$539K 0.26% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Moseley Investment Management's SHW Position: Q1 2026 in Review

Moseley Investment Management reduced its Sherwin-Williams (SHW) stake by 6.5% in Q1 2026, selling an estimated $31.7K and leaving 1,318 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #98.

Moseley Investment Management first reported a position in SHW in Q2 2021 and has held it in 20 quarters since. The position peaked at $920K in Q3 2024. 1,698 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Moseley Investment Management held 1,318 shares of Sherwin-Williams worth $422K as of Q1 2026.
  • Moseley Investment Management sold 92 Sherwin-Williams shares in Q1 2026, an estimated $31.7K.
  • Sherwin-Williams made up 0.13% of Moseley Investment Management's portfolio in Q1 2026, its #98 holding.
  • Moseley Investment Management first reported a position in Sherwin-Williams in Q2 2021 and has held it in 20 quarters since.
  • Moseley Investment Management's Sherwin-Williams position peaked at $920K in Q3 2024.
  • 1,698 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.