SAM
SHW icon

Secure Asset Management’s Sherwin-Williams SHW Stock Holding History

Secure Asset Management’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 		– Sell
-709
Closed -$227K – 364
2026
Q1 		$227K Sell
709
-100
-12% -$34.4K 0.04% 293
2025
Q4 		$262K Hold
809
– – 0.04% 284
2025
Q3 		$276K Hold
809
– – 0.05% 255
2025
Q2 		$278K Hold
809
– – 0.05% 257
2025
Q1 		$282K Sell
809
-91
-10% -$31.9K 0.06% 241
2024
Q4 		$306K Buy
+900
New +$336K 0.05% 248

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Secure Asset Management's SHW Position: Q2 2026 in Review

Secure Asset Management sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 709 shares — an estimated $227K sold.

Secure Asset Management first reported a position in SHW in Q4 2024 and held it in 6 quarters. The position peaked at $306K in Q4 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Secure Asset Management reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 709 Sherwin-Williams shares in Q2 2026, an estimated $227K.
  • Secure Asset Management first reported a position in Sherwin-Williams in Q4 2024 and held it in 6 quarters.
  • Secure Asset Management's Sherwin-Williams position peaked at $306K in Q4 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.