Planning Strategies
SHW icon

Planning Strategies’s Sherwin-Williams SHW Stock Holding History

Planning Strategies’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
Q3 		$2.26K Buy
7
+3
+75% +$1.01K ﹤0.01% 599
2026
Q2 		$1.38K Buy
+4
New +$1.28K ﹤0.01% 677

Other funds holding SHW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Planning Strategies's SHW Position: Q3 2026 in Review

Planning Strategies increased its Sherwin-Williams (SHW) stake by 75% in Q3 2026, buying an estimated $1.01K and bringing the position to 7 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Planning Strategies first reported a position in SHW in Q2 2026 and has held it in 2 quarters since. 1,492 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Planning Strategies held 7 shares of Sherwin-Williams worth $2.26K as of Q3 2026.
  • Planning Strategies bought 3 Sherwin-Williams shares in Q3 2026, an estimated $1.01K.
  • Sherwin-Williams made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #599 holding.
  • Planning Strategies first reported a position in Sherwin-Williams in Q2 2026 and has held it in 2 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.