SWM
SHW icon

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

SHP 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
Q1 		$225K Buy
702
+52
+8% +$17.9K 0.02% 246
2025
Q4 		$210K Buy
+650
New +$217K 0.02% 245

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
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

SHP Wealth Management's SHW Position: Q1 2026 in Review

SHP Wealth Management increased its Sherwin-Williams (SHW) stake by 8% in Q1 2026, buying an estimated $17.9K and bringing the position to 702 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #246.

SHP Wealth Management first reported a position in SHW in Q4 2025 and has held it in 2 quarters since. 1,695 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • SHP Wealth Management held 702 shares of Sherwin-Williams worth $225K as of Q1 2026.
  • SHP Wealth Management bought 52 Sherwin-Williams shares in Q1 2026, an estimated $17.9K.
  • Sherwin-Williams made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #246 holding.
  • SHP Wealth Management first reported a position in Sherwin-Williams in Q4 2025 and has held it in 2 quarters since.
  • 1,695 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.