Shakespeare Wealth Management’s Sherwin-Williams SHW Stock Holding History

Shakespeare Wealth 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	$527K	Hold	1,532	–	–	0.14%	46
2026 Q1	$491K	Hold	1,532	–	–	0.12%	62
2025 Q4	$496K	Sell	1,532 -12	-0.8%	-$4.01K	0.11%	62
2025 Q3	$535K	Sell	1,544 -60	-4%	-$21.2K	0.12%	59
2025 Q2	$551K	Hold	1,604	–	–	0.15%	58
2025 Q1	$560K	Sell	1,604 -50	-3%	-$17.5K	0.15%	57
2024 Q4	$562K	Sell	1,654 -157	-9%	-$58.6K	0.15%	56
2024 Q3	$691K	Buy	1,811 +7	+0.4%	+$2.44K	0.18%	52
2024 Q2	$538K	Sell	1,804 -74	-4%	-$22.9K	0.16%	54
2024 Q1	$652K	Sell	1,878 -99	-5%	-$31.5K	0.19%	48
2023 Q4	$617K	Hold	1,977	–	–	0.19%	49
2023 Q3	$504K	Hold	1,977	–	–	0.18%	51
2023 Q2	$525K	Hold	1,977	–	–	0.18%	50
2023 Q1	$444K	Hold	1,977	–	–	0.16%	53
2022 Q4	$469K	Hold	1,977	–	–	0.17%	51
2022 Q3	$405K	Sell	1,977 -165	-8%	-$39.1K	0.17%	51
2022 Q2	$483K	Sell	2,142 -162	-7%	-$41.6K	0.2%	47
2022 Q1	$597K	Hold	2,304	–	–	0.21%	42
2021 Q4	$811K	Hold	2,304	–	–	0.29%	38
2021 Q3	$657K	Hold	2,304	–	–	0.25%	41
2021 Q2	$684K	Hold	2,304	–	–	0.26%	38
2021 Q1	$567K	Hold	2,304	–	–	0.23%	43
2020 Q4	$564K	Hold	2,304	–	–	0.25%	42
2020 Q3	$535K	Hold	2,304	–	–	0.28%	43
2020 Q2	$444K	Hold	2,304	–	–	0.26%	44
2020 Q1	$353K	Hold	2,304	–	–	0.24%	43
2019 Q4	$448K	Hold	2,304	–	–	0.24%	49
2019 Q3	$422K	Hold	2,304	–	–	0.24%	48
2019 Q2	$352K	Buy	+2,304	New	+$344K	0.23%	51

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Shakespeare Wealth Management's SHW Position: Q2 2026 in Review

Shakespeare Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 1,532 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #46.

Shakespeare Wealth Management first reported a position in SHW in Q2 2019 and has held it in 29 quarters since. The position peaked at $811K in Q4 2021. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Shakespeare Wealth Management held 1,532 shares of Sherwin-Williams worth $527K as of Q2 2026.
Shakespeare Wealth Management left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.14% of Shakespeare Wealth Management's portfolio in Q2 2026, its #46 holding.
Shakespeare Wealth Management first reported a position in Sherwin-Williams in Q2 2019 and has held it in 29 quarters since.
Shakespeare Wealth Management's Sherwin-Williams position peaked at $811K in Q4 2021.
1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.