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Pinnacle Wealth Planning Services’s Sherwin-Williams SHW Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.89M Sell
5,897
-58
-1% -$20K 0.2% 62
2025
Q4 		$1.93M Sell
5,955
-20
-0.3% -$6.69K 0.2% 61
2025
Q3 		$2.07M Buy
5,975
+84
+1% +$29.6K 0.24% 57
2025
Q2 		$2.02M Buy
5,891
+16
+0.3% +$5.54K 0.27% 48
2025
Q1 		$2.05M Sell
5,875
-117
-2% -$41.1K 0.31% 45
2024
Q4 		$2.04M Sell
5,992
-2,892
-33% -$1.08M 0.31% 46
2024
Q3 		$3.39M Sell
8,884
-55
-0.6% -$19.2K 0.46% 36
2024
Q2 		$2.67M Sell
8,939
-55
-0.6% -$17K 0.38% 40
2024
Q1 		$3.12M Buy
8,994
+8
+0.1% +$2.55K 0.46% 34
2023
Q4 		$2.8M Hold
8,986
– – 0.44% 37
2023
Q3 		$2.29M Hold
8,986
– – 0.38% 42
2023
Q2 		$2.39M Buy
8,986
+220
+3% +$51.8K 0.39% 41
2023
Q1 		$1.97M Sell
8,766
-586
-6% -$134K 0.33% 48
2022
Q4 		$2.22M Sell
9,352
-129
-1% -$29.8K 0.39% 43
2022
Q3 		$1.94M Buy
9,481
+358
+4% +$84.8K 0.36% 48
2022
Q2 		$2.04M Buy
9,123
+11
+0.1% +$2.82K 0.37% 48
2022
Q1 		$2.27M Sell
9,112
-182
-2% -$50.3K 0.41% 43
2021
Q4 		$3.27M Buy
9,294
+25
+0.3% +$8.08K 0.64% 30
2021
Q3 		$2.59M Buy
9,269
+59
+0.6% +$17.3K 0.57% 34
2021
Q2 		$2.51M Sell
9,210
-96
-1% -$26.3K 0.58% 34
2021
Q1 		$2.29M Buy
9,306
+3,849
+71% +$917K 0.59% 31
2020
Q4 		$1.34M Buy
5,457
+4,290
+368% +$1.02M 0.32% 51
2020
Q3 		$271K Sell
1,167
-9
-0.8% -$1.97K 0.09% 182
2020
Q2 		$226K Sell
1,176
-267
-19% -$48.1K 0.07% 201
2020
Q1 		$220K Buy
1,443
+330
+30% +$59.5K 0.1% 173
2019
Q4 		$216K Buy
+1,113
New +$212K 0.1% 200

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

Pinnacle Wealth Planning Services's SHW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Sherwin-Williams (SHW) stake by 0.97% in Q1 2026, selling an estimated $20K and leaving 5,897 shares worth $1.89M. The position accounts for 0.2% of the portfolio, ranked #62.

Pinnacle Wealth Planning Services first reported a position in SHW in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.39M in Q3 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,897 shares of Sherwin-Williams worth $1.89M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 58 Sherwin-Williams shares in Q1 2026, an estimated $20K.
  • Sherwin-Williams made up 0.2% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #62 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sherwin-Williams in Q4 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Sherwin-Williams position peaked at $3.39M in Q3 2024.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.