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Mowery & Schoenfeld Wealth Management’s Sherwin-Williams SHW Stock Holding History

Mowery & Schoenfeld Wealth 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
Q2 		– Sell
-18
Closed -$5.77K – 384
2026
Q1 		$5.77K Sell
18
-4
-18% -$1.38K 0.01% 264
2025
Q4 		$7.13K Buy
22
+4
+22% +$1.34K 0.01% 284
2025
Q3 		$6.23K Hold
18
– – 0.01% 263
2025
Q2 		$6.18K Sell
18
-17
-49% -$5.89K 0.01% 256
2025
Q1 		$12.2K Buy
35
+15
+75% +$5.26K 0.02% 249
2024
Q4 		$6.8K Buy
+20
New +$7.46K 0.01% 269

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SHW Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 18 shares — an estimated $5.77K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SHW in Q4 2024 and held it in 6 quarters. The position peaked at $12.2K in Q1 2025. 1,101 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 18 Sherwin-Williams shares in Q2 2026, an estimated $5.77K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Sherwin-Williams in Q4 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Sherwin-Williams position peaked at $12.2K in Q1 2025.
  • 1,101 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.