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Sound Financial Strategies Group’s Sherwin-Williams SHW Stock Holding History

Sound Financial Strategies Group’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 		$250K Sell
780
-1,029
-57% -$354K 0.17% 100
2025
Q4 		$586K Sell
1,809
-187
-9% -$62.6K 0.41% 76
2025
Q3 		$691K Sell
1,996
-204
-9% -$71.9K 0.5% 66
2025
Q2 		$755K Buy
2,200
+61
+3% +$21.1K 0.64% 51
2025
Q1 		$747K Sell
2,139
-362
-14% -$127K 0.67% 51
2024
Q4 		$850K Buy
2,501
+214
+9% +$79.9K 0.71% 37
2024
Q3 		$873K Sell
2,287
-27
-1% -$9.42K 0.7% 20
2024
Q2 		$691K Buy
2,314
+101
+5% +$31.2K 0.6% 39
2024
Q1 		$769K Sell
2,213
-88
-4% -$28K 0.64% 13
2023
Q4 		$718K Sell
2,301
-1,346
-37% -$362K 0.6% 10
2023
Q3 		$930K Sell
3,647
-283
-7% -$75.8K 0.77% 21
2023
Q2 		$1.04M Buy
+3,930
New +$925K 0.76% 16
2022
Q1 		– Sell
-2,116
Closed -$745K – 102
2021
Q4 		$745K Sell
2,116
-88
-4% -$28.4K 0.37% 32
2021
Q3 		$617K Sell
2,204
-37
-2% -$10.8K 0.31% 48
2021
Q2 		$611K Sell
2,241
-2,790
-55% -$764K 0.3% 62
2021
Q1 		$1.24M Sell
5,031
-75
-1% -$17.9K 0.63% 12
2020
Q4 		$1.25M Buy
5,106
+357
+8% +$84.7K 0.68% 13
2020
Q3 		$1.1M Sell
4,749
-81
-2% -$17.7K 0.7% 13
2020
Q2 		$930K Sell
4,830
-21
-0.4% -$3.79K 0.6% 17
2020
Q1 		$743K Sell
4,851
-9,558
-66% -$1.72M 0.51% 23
2019
Q4 		$2.8M Buy
+14,409
New +$2.75M 1.78% 5

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

Sound Financial Strategies Group's SHW Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Sherwin-Williams (SHW) stake by 57% in Q1 2026, selling an estimated $354K and leaving 780 shares worth $250K. The position accounts for 0.17% of the portfolio, ranked #100.

Sound Financial Strategies Group first reported a position in SHW in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.8M in Q4 2019. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Sound Financial Strategies Group held 780 shares of Sherwin-Williams worth $250K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,029 Sherwin-Williams shares in Q1 2026, an estimated $354K.
  • Sherwin-Williams made up 0.17% of Sound Financial Strategies Group's portfolio in Q1 2026, its #100 holding.
  • Sound Financial Strategies Group first reported a position in Sherwin-Williams in Q4 2019 and has held it in 21 quarters since.
  • Sound Financial Strategies Group's Sherwin-Williams position peaked at $2.8M in Q4 2019.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.