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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
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 $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

SFMG Wealth Advisors's SHW Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 0.54% in Q1 2026, selling an estimated $7.23K and leaving 3,845 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #98.

SFMG Wealth Advisors first reported a position in SHW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q1 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • SFMG Wealth Advisors held 3,845 shares of Sherwin-Williams worth $1.23M as of Q1 2026.
  • SFMG Wealth Advisors sold 21 Sherwin-Williams shares in Q1 2026, an estimated $7.23K.
  • Sherwin-Williams made up 0.08% of SFMG Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • SFMG Wealth Advisors first reported a position in Sherwin-Williams in Q1 2025 and has held it in 5 quarters since.
  • SFMG Wealth Advisors's Sherwin-Williams position peaked at $1.41M in Q1 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.