Sage Financial Management Group’s Sherwin-Williams SHW Stock Holding History

Sage Financial Management Group’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	$1.5M	Hold	4,676	–	–	0.46%	24
2025 Q4	$1.52M	Hold	4,676	–	–	0.46%	24
2025 Q3	$1.62M	Sell	4,676 -7	-0.1%	-$2.47K	0.52%	24
2025 Q2	$1.61M	Hold	4,683	–	–	0.56%	23
2025 Q1	$1.64M	Hold	4,683	–	–	0.59%	23
2024 Q4	$1.59M	Hold	4,683	–	–	0.59%	23
2024 Q3	$1.79M	Buy	+4,683	New	+$1.63M	0.69%	24
2024 Q2	–	Sell	-4,683	Closed	-$1.63M	–	42
2024 Q1	$1.63M	Hold	4,683	–	–	0.77%	22
2023 Q4	$1.46M	Hold	4,683	–	–	0.78%	23
2023 Q3	$1.19M	Buy	+4,683	New	+$1.25M	0.72%	24
2023 Q2	–	Sell	-4,683	Closed	-$1.05M	–	27
2023 Q1	$1.05M	Hold	4,683	–	–	0.85%	22
2022 Q4	$1.11M	Hold	4,683	–	–	0.78%	21
2022 Q3	$959K	Hold	4,683	–	–	0.85%	18
2022 Q2	$1.05M	Hold	4,683	–	–	0.73%	19
2022 Q1	$1.17M	Buy	4,683 +60	+1%	+$16.6K	0.8%	16
2021 Q4	$1.63M	Buy	+4,623	New	+$1.49M	1.09%	16
2021 Q3	–	Sell	-4,623	Closed	-$1.26M	–	26
2021 Q2	$1.26M	Hold	4,623	–	–	1.15%	13
2021 Q1	$1.14M	Hold	4,623	–	–	0.88%	16
2020 Q4	$1.13M	Buy	+4,623	New	+$1.1M	0.89%	16

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sage Financial Management Group's SHW Position: Q1 2026 in Review

Sage Financial Management Group held its Sherwin-Williams (SHW) position steady in Q1 2026 at 4,676 shares worth $1.5M. The position accounts for 0.46% of the portfolio, ranked #24.

Sage Financial Management Group first reported a position in SHW in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.79M in Q3 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Sage Financial Management Group held 4,676 shares of Sherwin-Williams worth $1.5M as of Q1 2026.
Sage Financial Management Group left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up 0.46% of Sage Financial Management Group's portfolio in Q1 2026, its #24 holding.
Sage Financial Management Group first reported a position in Sherwin-Williams in Q4 2020 and has held it in 19 quarters since.
Sage Financial Management Group's Sherwin-Williams position peaked at $1.79M in Q3 2024.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.