PDS Planning’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $760K | Sell |
2,206
-52
| -2% | -$16.6K | 0.04% | 211 |
|
|
2026
Q1 | $724K | Buy |
2,258
+27
| +1% | +$9.29K | 0.05% | 194 |
|
|
2025
Q4 | $723K | Sell |
2,231
-85
| -4% | -$28.4K | 0.05% | 190 |
|
|
2025
Q3 | $802K | Sell |
2,316
-18
| -0.8% | -$6.35K | 0.06% | 168 |
|
|
2025
Q2 | $801K | Buy |
2,334
+159
| +7% | +$55.1K | 0.06% | 157 |
|
|
2025
Q1 | $759K | Buy |
2,175
+140
| +7% | +$49.1K | 0.06% | 147 |
|
|
2024
Q4 | $692K | Buy |
2,035
+13
| +0.6% | +$4.85K | 0.06% | 140 |
|
|
2024
Q3 | $772K | Sell |
2,022
-3
| -0.1% | -$1.05K | 0.07% | 125 |
|
|
2024
Q2 | $604K | Sell |
2,025
-186
| -8% | -$57.5K | 0.06% | 138 |
|
|
2024
Q1 | $768K | Buy |
2,211
+97
| +5% | +$30.9K | 0.08% | 108 |
|
|
2023
Q4 | $659K | Buy |
2,114
+17
| +0.8% | +$4.57K | 0.08% | 109 |
|
|
2023
Q3 | $535K | Buy |
2,097
+16
| +0.8% | +$4.28K | 0.07% | 122 |
|
|
2023
Q2 | $553K | Buy |
2,081
+209
| +11% | +$49.2K | 0.07% | 116 |
|
|
2023
Q1 | $421K | Buy |
1,872
+135
| +8% | +$30.9K | 0.06% | 140 |
|
|
2022
Q4 | $412K | Sell |
1,737
-36
| -2% | -$8.32K | 0.07% | 115 |
|
|
2022
Q3 | $363K | Sell |
1,773
-19
| -1% | -$4.5K | 0.07% | 112 |
|
|
2022
Q2 | $401K | Buy |
1,792
+153
| +9% | +$39.3K | 0.07% | 113 |
|
|
2022
Q1 | $409K | Buy |
1,639
+37
| +2% | +$10.2K | 0.07% | 116 |
|
|
2021
Q4 | $564K | Buy |
1,602
+8
| +0.5% | +$2.58K | 0.11% | 84 |
|
|
2021
Q3 | $446K | Buy |
1,594
+95
| +6% | +$27.8K | 0.1% | 96 |
|
|
2021
Q2 | $408K | Buy |
1,499
+56
| +4% | +$15.3K | 0.1% | 101 |
|
|
2021
Q1 | $355K | Buy |
1,443
+42
| +3% | +$10K | 0.1% | 105 |
|
|
2020
Q4 | $343K | Buy |
1,401
+15
| +1% | +$3.56K | 0.12% | 95 |
|
|
2020
Q3 | $322K | Sell |
1,386
-39
| -3% | -$8.52K | 0.13% | 88 |
|
|
2020
Q2 | $274K | Buy |
1,425
+96
| +7% | +$17.3K | 0.12% | 94 |
|
|
2020
Q1 | $204K | Buy |
1,329
+18
| +1% | +$3.25K | 0.13% | 93 |
|
|
2019
Q4 | $255K | Hold |
1,311
| – | – | 0.16% | 79 |
|
|
2019
Q3 | $240K | Hold |
1,311
| – | – | 0.17% | 79 |
|
|
2019
Q2 | $200K | Buy |
+1,311
| New | +$196K | 0.15% | 83 |
|
|
2018
Q4 | – | Sell |
-1,341
| Closed | -$203K | – | 86 |
|
|
2018
Q3 | $203K | Buy |
+1,341
| New | +$199K | 0.17% | 73 |
|
Other funds holding SHW
PDS Planning's SHW Position: Q2 2026 in Review
PDS Planning reduced its Sherwin-Williams (SHW) stake by 2.3% in Q2 2026, selling an estimated $16.6K and leaving 2,206 shares worth $760K. The position accounts for 0.04% of the portfolio, ranked #211.
PDS Planning first reported a position in SHW in Q3 2018 and has held it in 30 quarters since. The position peaked at $802K in Q3 2025. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- PDS Planning held 2,206 shares of Sherwin-Williams worth $760K as of Q2 2026.
- PDS Planning sold 52 Sherwin-Williams shares in Q2 2026, an estimated $16.6K.
- Sherwin-Williams made up 0.04% of PDS Planning's portfolio in Q2 2026, its #211 holding.
- PDS Planning first reported a position in Sherwin-Williams in Q3 2018 and has held it in 30 quarters since.
- PDS Planning's Sherwin-Williams position peaked at $802K in Q3 2025.
- 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.