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Sage Mountain Advisors’s Sherwin-Williams SHW Stock Holding History

Sage Mountain Advisors’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 		– Sell
-1,487
Closed -$482K – 518
2025
Q4 		$482K Sell
1,487
-325
-18% -$109K 0.03% 283
2025
Q3 		$627K Buy
1,812
+83
+5% +$29.3K 0.04% 225
2025
Q2 		$594K Buy
1,729
+281
+19% +$97.3K 0.04% 216
2025
Q1 		$505K Buy
1,448
+36
+3% +$12.6K 0.04% 220
2024
Q4 		$480K Buy
1,412
+79
+6% +$29.5K 0.04% 218
2024
Q3 		$509K Buy
1,333
+351
+36% +$122K 0.04% 196
2024
Q2 		$293K Sell
982
-298
-23% -$92.2K 0.03% 257
2024
Q1 		$445K Buy
1,280
+493
+63% +$157K 0.05% 179
2023
Q4 		$245K Sell
787
-1
-0.1% -$269 0.03% 230
2023
Q3 		$201K Buy
788
+27
+4% +$7.23K 0.03% 253
2023
Q2 		$202K Buy
+761
New +$179K 0.03% 251

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

Sage Mountain Advisors's SHW Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 1,487 shares — an estimated $482K sold.

Sage Mountain Advisors first reported a position in SHW in Q2 2023 and held it in 11 quarters. The position peaked at $627K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,487 Sherwin-Williams shares in Q1 2026, an estimated $482K.
  • Sage Mountain Advisors first reported a position in Sherwin-Williams in Q2 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's Sherwin-Williams position peaked at $627K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.