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Savvy Advisors Inc’s Sherwin-Williams SHW Stock Holding History

Savvy Advisors Inc’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 		$787K Buy
2,455
+456
+23% +$157K 0.02% 504
2025
Q4 		$648K Buy
1,999
+790
+65% +$264K 0.02% 480
2025
Q3 		$419K Buy
1,209
+36
+3% +$12.7K 0.02% 488
2025
Q2 		$403K Buy
1,173
+370
+46% +$128K 0.03% 410
2025
Q1 		$280K Buy
+803
New +$282K 0.03% 408
2024
Q4 		– Sell
-568
Closed -$217K – 478
2024
Q3 		$217K Buy
+568
New +$198K 0.04% 322

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

Savvy Advisors Inc's SHW Position: Q1 2026 in Review

Savvy Advisors Inc increased its Sherwin-Williams (SHW) stake by 23% in Q1 2026, buying an estimated $157K and bringing the position to 2,455 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #504.

Savvy Advisors Inc first reported a position in SHW in Q3 2024 and has held it in 6 quarters since. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Savvy Advisors Inc held 2,455 shares of Sherwin-Williams worth $787K as of Q1 2026.
  • Savvy Advisors Inc bought 456 Sherwin-Williams shares in Q1 2026, an estimated $157K.
  • Sherwin-Williams made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #504 holding.
  • Savvy Advisors Inc first reported a position in Sherwin-Williams in Q3 2024 and has held it in 6 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

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