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Phoenix Financial’s Sherwin-Williams SHW Stock Holding History

Phoenix Financial’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 		$1.21M Sell
3,790
-152
-4% -$52.3K 0.01% 213
2025
Q4 		$1.28M Buy
3,942
+1,814
+85% +$607K 0.01% 214
2025
Q3 		$737K Sell
2,128
-1,381
-39% -$487K 0.01% 254
2025
Q2 		$1.2M Buy
3,509
+1,279
+57% +$443K 0.02% 216
2025
Q1 		$781K Sell
2,230
-1,921
-46% -$674K 0.01% 229
2024
Q4 		$1.41M Buy
4,151
+3,519
+557% +$1.31M 0.02% 203
2024
Q3 		$241K Buy
+632
New +$221K ﹤0.01% 317

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's SHW Position: Q1 2026 in Review

Phoenix Financial reduced its Sherwin-Williams (SHW) stake by 3.9% in Q1 2026, selling an estimated $52.3K and leaving 3,790 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #213.

Phoenix Financial first reported a position in SHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2024. 1,695 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Phoenix Financial held 3,790 shares of Sherwin-Williams worth $1.21M as of Q1 2026.
  • Phoenix Financial sold 152 Sherwin-Williams shares in Q1 2026, an estimated $52.3K.
  • Sherwin-Williams made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #213 holding.
  • Phoenix Financial first reported a position in Sherwin-Williams in Q3 2024 and has held it in 7 quarters since.
  • Phoenix Financial's Sherwin-Williams position peaked at $1.41M in Q4 2024.
  • 1,695 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.