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Personal CFO Solutions’s Sherwin-Williams SHW Stock Holding History

Personal CFO Solutions’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 		$201K Buy
+627
New +$216K 0.03% 511
2025
Q4 		– Sell
-586
Closed -$203K – 526
2025
Q3 		$203K Buy
+586
New +$207K 0.04% 489
2022
Q2 		– Sell
-837
Closed -$209K – 489
2022
Q1 		$209K Buy
837
+262
+46% +$72.4K 0.04% 430
2021
Q4 		$202K Buy
+575
New +$186K 0.04% 449

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Personal CFO Solutions's SHW Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Sherwin-Williams (SHW) in Q1 2026: 627 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #511 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in SHW as recently as Q3 2025.

Personal CFO Solutions first reported a position in SHW in Q4 2021 and has held it in 4 quarters since. The position peaked at $209K in Q1 2022. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Personal CFO Solutions held 627 shares of Sherwin-Williams worth $201K as of Q1 2026.
  • Sherwin-Williams was a new Personal CFO Solutions position in Q1 2026.
  • Sherwin-Williams made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #511 holding.
  • Personal CFO Solutions first reported a position in Sherwin-Williams in Q4 2021 and has held it in 4 quarters since.
  • Personal CFO Solutions's Sherwin-Williams position peaked at $209K in Q1 2022.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.