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Sowell Financial Services’s Sherwin-Williams SHW Stock Holding History

Sowell Financial Services’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 		$314K Sell
912
-243
-21% -$77.6K 0.01% 856
2026
Q1 		$370K Buy
1,155
+98
+9% +$33.7K 0.01% 754
2025
Q4 		$343K Buy
1,057
+29
+3% +$9.7K 0.01% 776
2025
Q3 		$356K Buy
1,028
+83
+9% +$29.3K 0.01% 759
2025
Q2 		$325K Buy
945
+67
+8% +$23.2K 0.01% 751
2025
Q1 		$306K Buy
+878
New +$308K 0.01% 754
2021
Q2 		– Sell
-3,288
Closed -$313K – 2343
2021
Q1 		$313K Buy
3,288
+2,457
+296% +$585K 0.01% 831
2020
Q4 		$203K Sell
831
-72
-8% -$17.1K 0.01% 835
2020
Q3 		$209K Sell
903
-183
-17% -$40K 0.01% 712
2020
Q2 		$209K Sell
1,086
-2,175
-67% -$392K 0.01% 706
2020
Q1 		$499K Sell
3,261
-489
-13% -$88.2K 0.04% 399
2019
Q4 		$729K Buy
3,750
+267
+8% +$50.9K 0.06% 338
2019
Q3 		$639K Buy
+3,483
New +$592K 0.05% 343

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sowell Financial Services's SHW Position: Q2 2026 in Review

Sowell Financial Services reduced its Sherwin-Williams (SHW) stake by 21% in Q2 2026, selling an estimated $77.6K and leaving 912 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #856.

Sowell Financial Services first reported a position in SHW in Q3 2019 and has held it in 13 quarters since. The position peaked at $729K in Q4 2019. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Sowell Financial Services held 912 shares of Sherwin-Williams worth $314K as of Q2 2026.
  • Sowell Financial Services sold 243 Sherwin-Williams shares in Q2 2026, an estimated $77.6K.
  • Sherwin-Williams made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #856 holding.
  • Sowell Financial Services first reported a position in Sherwin-Williams in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Sherwin-Williams position peaked at $729K in Q4 2019.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.