Okabena Investment Services’s Sherwin-Williams SHW Stock Holding History

Okabena Investment Services’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	-2,136	Closed	-$685K	–	155
2026 Q1	$685K	Buy	2,136 +1,098	+106%	+$378K	0.13%	100
2025 Q4	$336K	Hold	1,038	–	–	0.06%	129
2025 Q3	$359K	Buy	1,038 +2	+0.2%	+$705	0.07%	126
2025 Q2	$356K	Hold	1,036	–	–	0.08%	116
2025 Q1	$362K	Buy	1,036 +116	+13%	+$40.7K	0.09%	110
2024 Q4	$313K	Hold	920	–	–	0.09%	106
2024 Q3	$351K	Hold	920	–	–	0.1%	99
2024 Q2	$275K	Hold	920	–	–	0.09%	105
2024 Q1	$320K	Sell	920 -52	-5%	-$16.6K	0.11%	95
2023 Q4	$303K	Buy	+972	New	+$261K	0.12%	93
2023 Q2	–	Sell	-920	Closed	-$207K	–	228
2023 Q1	$207K	Buy	920 +852	+1,253%	+$195K	0.14%	66
2022 Q4	$7.98K	Sell	68 -852	-93%	-$197K	0.01%	150
2022 Q3	$188K	Buy	+920	New	+$218K	0.09%	104

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Okabena Investment Services's SHW Position: Q2 2026 in Review

Okabena Investment Services sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 2,136 shares — an estimated $685K sold.

Okabena Investment Services first reported a position in SHW in Q3 2022 and held it in 13 quarters. The position peaked at $685K in Q1 2026. 1,301 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Okabena Investment Services reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
Okabena Investment Services sold 2,136 Sherwin-Williams shares in Q2 2026, an estimated $685K.
Okabena Investment Services first reported a position in Sherwin-Williams in Q3 2022 and held it in 13 quarters.
Okabena Investment Services's Sherwin-Williams position peaked at $685K in Q1 2026.
1,301 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.