Perigon Wealth Management’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
Q1 | $2.35M | Buy |
7,342
+408
| +6% | +$140K | 0.04% | 343 |
|
|
2025
Q4 | $2.25M | Sell |
6,934
-392
| -5% | -$131K | 0.04% | 342 |
|
|
2025
Q3 | $2.54M | Sell |
7,326
-152
| -2% | -$53.6K | 0.05% | 303 |
|
|
2025
Q2 | $2.57M | Sell |
7,478
-230
| -3% | -$79.7K | 0.06% | 286 |
|
|
2025
Q1 | $2.69M | Sell |
7,708
-324
| -4% | -$114K | 0.07% | 264 |
|
|
2024
Q4 | $2.84M | Buy |
8,032
+6,553
| +443% | +$2.45M | 0.07% | 255 |
|
|
2024
Q3 | $565K | Buy |
1,479
+86
| +6% | +$30K | 0.01% | 580 |
|
|
2024
Q2 | $416K | Sell |
1,393
-83
| -6% | -$25.7K | 0.01% | 588 |
|
|
2024
Q1 | $513K | Buy |
1,476
+59
| +4% | +$18.8K | 0.02% | 531 |
|
|
2023
Q4 | $442K | Buy |
+1,417
| New | +$381K | 0.01% | 533 |
|
|
2023
Q3 | – | Sell |
-1,137
| Closed | -$302K | – | 814 |
|
|
2023
Q2 | $302K | Buy |
1,137
+15
| +1% | +$3.53K | 0.01% | 608 |
|
|
2023
Q1 | $252K | Sell |
1,122
-70
| -6% | -$16K | 0.01% | 600 |
|
|
2022
Q4 | $283K | Buy |
1,192
+145
| +14% | +$33.5K | 0.02% | 548 |
|
|
2022
Q3 | $214K | Sell |
1,047
-135
| -11% | -$32K | 0.02% | 525 |
|
|
2022
Q2 | $265K | Buy |
1,182
+136
| +13% | +$34.9K | 0.02% | 457 |
|
|
2022
Q1 | $261K | Sell |
1,046
-74
| -7% | -$20.4K | 0.02% | 511 |
|
|
2021
Q4 | $394K | Sell |
1,120
-63
| -5% | -$20.4K | 0.03% | 390 |
|
|
2021
Q3 | $331K | Buy |
1,183
+134
| +13% | +$39.2K | 0.03% | 394 |
|
|
2021
Q2 | $286K | Buy |
1,049
+131
| +14% | +$35.9K | 0.03% | 412 |
|
|
2021
Q1 | $226K | Buy |
918
+309
| +51% | +$73.6K | 0.02% | 443 |
|
|
2020
Q4 | $149K | Buy |
+609
| New | +$144K | 0.02% | 463 |
|
|
2018
Q3 | – | Sell |
-4,038
| Closed | -$549K | – | 270 |
|
|
2018
Q2 | $549K | Buy |
4,038
+3,570
| +763% | +$462K | 0.17% | 117 |
|
|
2018
Q1 | $61K | Sell |
468
-18
| -4% | -$2.45K | 0.02% | 288 |
|
|
2017
Q4 | $66K | Buy |
+486
| New | +$63.9K | 0.02% | 256 |
|
|
2017
Q3 | – | Sell |
-21,558
| Closed | -$2.52M | – | 705 |
|
|
2017
Q2 | $2.52M | Sell |
21,558
-552
| -2% | -$61.7K | 0.55% | 53 |
|
|
2017
Q1 | $2.29M | Buy |
22,110
+87
| +0.4% | +$8.76K | 0.49% | 62 |
|
|
2016
Q4 | $2.3M | Buy |
22,023
+2,994
| +16% | +$265K | 0.5% | 58 |
|
|
2016
Q3 | $1.75M | Buy |
19,029
+903
| +5% | +$87.6K | 0.45% | 70 |
|
|
2016
Q2 | $1.77M | Buy |
+18,126
| New | +$1.77M | 0.47% | 65 |
|
|
2016
Q1 | – | Sell |
-17,091
| Closed | -$1.48M | – | 315 |
|
|
2015
Q4 | $1.48M | Buy |
17,091
+13,086
| +327% | +$1.13M | 0.41% | 69 |
|
|
2015
Q3 | $297K | Buy |
+4,005
| New | +$351K | 0.09% | 173 |
|
Other funds holding SHW
VCM
VPM
Perigon Wealth Management's SHW Position: Q1 2026 in Review
Perigon Wealth Management increased its Sherwin-Williams (SHW) stake by 5.9% in Q1 2026, buying an estimated $140K and bringing the position to 7,342 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #343.
Perigon Wealth Management first reported a position in SHW in Q3 2015 and has held it in 31 quarters since. The position peaked at $2.84M in Q4 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.
- Perigon Wealth Management held 7,342 shares of Sherwin-Williams worth $2.35M as of Q1 2026.
- Perigon Wealth Management bought 408 Sherwin-Williams shares in Q1 2026, an estimated $140K.
- Sherwin-Williams made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #343 holding.
- Perigon Wealth Management first reported a position in Sherwin-Williams in Q3 2015 and has held it in 31 quarters since.
- Perigon Wealth Management's Sherwin-Williams position peaked at $2.84M in Q4 2024.
- 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.