Spectrum Planning & Advisory Services’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$230K Sell
667
-374
-36% -$119K 0.1% 103
2026
Q1
$334K Sell
1,041
-17
-2% -$5.85K 0.17% 80
2025
Q4
$343K Buy
1,058
+11
+1% +$3.68K 0.18% 86
2025
Q3
$363K Buy
1,047
+36
+4% +$12.7K 0.2% 77
2025
Q2
$347K Buy
+1,011
New +$350K 0.22% 72

Other funds holding SHW

Spectrum Planning & Advisory Services's SHW Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Sherwin-Williams (SHW) stake by 36% in Q2 2026, selling an estimated $119K and leaving 667 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #103.

Spectrum Planning & Advisory Services first reported a position in SHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q3 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Spectrum Planning & Advisory Services held 667 shares of Sherwin-Williams worth $230K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 374 Sherwin-Williams shares in Q2 2026, an estimated $119K.
  • Sherwin-Williams made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #103 holding.
  • Spectrum Planning & Advisory Services first reported a position in Sherwin-Williams in Q2 2025 and has held it in 5 quarters since.
  • Spectrum Planning & Advisory Services's Sherwin-Williams position peaked at $363K in Q3 2025.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.