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

Nicholson 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	$1.8M	Sell	5,623 -140	-2%	-$48.2K	1.05%	47
2025 Q4	$1.87M	Buy	5,763 +757	+15%	+$253K	1.1%	34
2025 Q3	$1.73M	Buy	5,006 +305	+6%	+$108K	1.02%	44
2025 Q2	$1.61M	Buy	4,701 +364	+8%	+$126K	0.99%	47
2025 Q1	$1.51M	Buy	4,337 +178	+4%	+$62.5K	0.99%	54
2024 Q4	$1.41M	Buy	4,159 +1,509	+57%	+$563K	0.94%	65
2024 Q3	$1.01M	Buy	+2,650	New	+$925K	0.83%	34

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Nicholson Wealth Management Group reduced its Sherwin-Williams (SHW) stake by 2.4% in Q1 2026, selling an estimated $48.2K and leaving 5,623 shares worth $1.8M. The position accounts for 1.05% of the portfolio, ranked #47.

Nicholson Wealth Management Group first reported a position in SHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2025. 1,689 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Nicholson Wealth Management Group held 5,623 shares of Sherwin-Williams worth $1.8M as of Q1 2026.
Nicholson Wealth Management Group sold 140 Sherwin-Williams shares in Q1 2026, an estimated $48.2K.
Sherwin-Williams made up 1.05% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #47 holding.
Nicholson Wealth Management Group first reported a position in Sherwin-Williams in Q3 2024 and has held it in 7 quarters since.
Nicholson Wealth Management Group's Sherwin-Williams position peaked at $1.87M in Q4 2025.
1,689 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.