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National Wealth Management Group’s Sherwin-Williams SHW Stock Holding History

National Wealth Management Group’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 		– Sell
-663
Closed -$215K – 252
2025
Q4 		$215K Buy
+663
New +$222K 0.07% 230
2023
Q3 		– Sell
-1,899
Closed -$518K – 150
2023
Q2 		$518K Buy
+1,899
New +$447K 0.54% 57

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

National Wealth Management Group's SHW Position: Q1 2026 in Review

National Wealth Management Group sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 663 shares — an estimated $215K sold.

National Wealth Management Group first reported a position in SHW in Q2 2023 and held it in 2 quarters. The position peaked at $518K in Q2 2023. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • National Wealth Management Group reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 663 Sherwin-Williams shares in Q1 2026, an estimated $215K.
  • National Wealth Management Group first reported a position in Sherwin-Williams in Q2 2023 and held it in 2 quarters.
  • National Wealth Management Group's Sherwin-Williams position peaked at $518K in Q2 2023.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.