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SFMG Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

SFMG Wealth 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
Q2 		$1.21M Sell
3,514
-331
-9% -$106K 0.07% 111
2026
Q1 		$1.23M Sell
3,845
-21
-0.5% -$7.23K 0.08% 98
2025
Q4 		$1.25M Sell
3,866
-56
-1% -$18.7K 0.08% 95
2025
Q3 		$1.36M Buy
3,922
+69
+2% +$24.3K 0.09% 90
2025
Q2 		$1.32M Sell
3,853
-193
-5% -$66.9K 0.1% 90
2025
Q1 		$1.41M Buy
+4,046
New +$1.42M 0.11% 87

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

SFMG Wealth Advisors's SHW Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 8.6% in Q2 2026, selling an estimated $106K and leaving 3,514 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #111.

SFMG Wealth Advisors first reported a position in SHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • SFMG Wealth Advisors held 3,514 shares of Sherwin-Williams worth $1.21M as of Q2 2026.
  • SFMG Wealth Advisors sold 331 Sherwin-Williams shares in Q2 2026, an estimated $106K.
  • Sherwin-Williams made up 0.07% of SFMG Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • SFMG Wealth Advisors first reported a position in Sherwin-Williams in Q1 2025 and has held it in 6 quarters since.
  • SFMG Wealth Advisors's Sherwin-Williams position peaked at $1.41M in Q1 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.