Optima Capital’s Sherwin-Williams SHW Stock Holding History

Optima Capital’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	-8	Closed	-$2.59K	–	1096
2025 Q4	$2.59K	Buy	+8	New	+$2.68K	﹤0.01%	722

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

Optima Capital's SHW Position: Q1 2026 in Review

Optima Capital sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 8 shares — an estimated $2.59K sold.

Optima Capital first reported a position in SHW in Q4 2025 and held it in 1 quarter. The position peaked at $2.59K in Q4 2025. 1,689 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Optima Capital reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 8 Sherwin-Williams shares in Q1 2026, an estimated $2.59K.
Optima Capital first reported a position in Sherwin-Williams in Q4 2025 and held it in 1 quarter.
Optima Capital's Sherwin-Williams position peaked at $2.59K in Q4 2025.
1,689 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.