Retirement Planning Company of New England’s Sherwin-Williams SHW Stock Holding History

Retirement Planning Company of New England’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 Q2	$836K	Buy	2,428 +1	+0%	+$319	0.3%	90
2026 Q1	$778K	Hold	2,427	–	–	0.32%	98
2025 Q4	$787K	Hold	2,427	–	–	0.32%	91
2025 Q3	$840K	Hold	2,427	–	–	0.34%	89
2025 Q2	$833K	Buy	2,427 +5	+0.2%	+$1.73K	0.37%	74
2025 Q1	$846K	Buy	2,422 +8	+0.3%	+$2.81K	0.42%	67
2024 Q4	$821K	Buy	2,414 +4	+0.2%	+$1.49K	0.4%	71
2024 Q3	$920K	Buy	2,410 +5	+0.2%	+$1.75K	0.46%	63
2024 Q2	$718K	Buy	2,405 +5	+0.2%	+$1.55K	0.39%	74
2024 Q1	$834K	Hold	2,400	–	–	0.46%	69
2023 Q4	$748K	Buy	2,400 +5	+0.2%	+$1.34K	0.34%	90
2023 Q3	$611K	Hold	2,395	–	–	0.34%	92
2023 Q2	$636K	Sell	2,395 -1	-0%	-$235	0.37%	86
2023 Q1	$539K	Buy	2,396 +6	+0.3%	+$1.37K	0.33%	103
2022 Q4	$567K	Buy	2,390 +14	+0.6%	+$3.24K	0.37%	93
2022 Q3	$486K	Sell	2,376 -11	-0.5%	-$2.61K	0.35%	96
2022 Q2	$534K	Buy	2,387 +6	+0.3%	+$1.54K	0.36%	93
2022 Q1	$594K	Buy	2,381 +6	+0.3%	+$1.66K	0.34%	97
2021 Q4	$836K	Buy	+2,375	New	+$767K	0.41%	66

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Company of New England's SHW Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Sherwin-Williams (SHW) stake by 0.04% in Q2 2026, buying an estimated $319 and bringing the position to 2,428 shares worth $836K. The position accounts for 0.3% of the portfolio, ranked #90.

Retirement Planning Company of New England first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $920K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Retirement Planning Company of New England held 2,428 shares of Sherwin-Williams worth $836K as of Q2 2026.
Retirement Planning Company of New England bought 1 Sherwin-Williams share in Q2 2026, an estimated $319.
Sherwin-Williams made up 0.3% of Retirement Planning Company of New England's portfolio in Q2 2026, its #90 holding.
Retirement Planning Company of New England first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
Retirement Planning Company of New England's Sherwin-Williams position peaked at $920K in Q3 2024.
1,244 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.