Soltis Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Soltis Investment 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	$6M	Sell	17,437 -93	-0.5%	-$29.7K	0.33%	79
2026 Q1	$5.62M	Buy	17,530 +21	+0.1%	+$7.23K	0.35%	78
2025 Q4	$5.67M	Sell	17,509 -225	-1%	-$75.3K	0.37%	67
2025 Q3	$6.14M	Sell	17,734 -19	-0.1%	-$6.7K	0.42%	60
2025 Q2	$6.1M	Buy	17,753 +127	+0.7%	+$44K	0.48%	54
2025 Q1	$6.15M	Buy	17,626 +9,462	+116%	+$3.32M	0.55%	46
2024 Q4	$2.78M	Buy	8,164 +97	+1%	+$36.2K	0.26%	103
2024 Q3	$3.08M	Buy	+8,067	New	+$2.82M	0.3%	95

Other funds holding SHW

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Soltis Investment Advisors's SHW Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Sherwin-Williams (SHW) stake by 0.53% in Q2 2026, selling an estimated $29.7K and leaving 17,437 shares worth $6M. The position accounts for 0.33% of the portfolio, ranked #79.

Soltis Investment Advisors first reported a position in SHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.15M in Q1 2025. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Soltis Investment Advisors held 17,437 shares of Sherwin-Williams worth $6M as of Q2 2026.
Soltis Investment Advisors sold 93 Sherwin-Williams shares in Q2 2026, an estimated $29.7K.
Sherwin-Williams made up 0.33% of Soltis Investment Advisors's portfolio in Q2 2026, its #79 holding.
Soltis Investment Advisors first reported a position in Sherwin-Williams in Q3 2024 and has held it in 8 quarters since.
Soltis Investment Advisors's Sherwin-Williams position peaked at $6.15M in Q1 2025.
1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.