SWM
SHW icon

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

Spire 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
Q2 		$1.32M Buy
3,829
+211
+6% +$67.4K 0.04% 343
2026
Q1 		$1.16M Buy
3,618
+201
+6% +$69.2K 0.04% 360
2025
Q4 		$1.11M Sell
3,417
-499
-13% -$167K 0.04% 375
2025
Q3 		$1.36M Buy
3,916
+870
+29% +$307K 0.05% 325
2025
Q2 		$1.03M Sell
3,046
-3,056
-50% -$1.06M 0.04% 360
2025
Q1 		$2.13M Buy
6,102
+749
+14% +$263K 0.07% 254
2024
Q4 		$1.82M Buy
5,353
+694
+15% +$259K 0.06% 258
2024
Q3 		$1.78M Buy
4,659
+3,829
+461% +$1.34M 0.06% 254
2024
Q2 		$248K Sell
830
-1,246
-60% -$385K 0.01% 667
2024
Q1 		$721K Sell
2,076
-17,515
-89% -$5.58M 0.01% 436
2023
Q4 		$5.96M Buy
19,591
+2,698
+16% +$726K 0.2% 106
2023
Q3 		$4.31M Buy
16,893
+14,641
+650% +$3.92M 0.16% 132
2023
Q2 		$598K Sell
2,252
-408
-15% -$96.1K 0.02% 451
2023
Q1 		$598K Buy
2,660
+1,785
+204% +$408K 0.02% 449
2022
Q4 		$208K Sell
875
-641
-42% -$148K 0.01% 551
2022
Q3 		$310K Sell
1,516
-23,936
-94% -$5.67M 0.02% 430
2022
Q2 		$5.7M Sell
25,452
-9,504
-27% -$2.44M 0.23% 109
2022
Q1 		$8.74M Sell
34,956
-2,610
-7% -$721K 0.23% 118
2021
Q4 		$13.3M Buy
37,566
+3,472
+10% +$1.12M 0.29% 100
2021
Q3 		$9.54M Buy
34,094
+2,565
+8% +$751K 0.25% 112
2021
Q2 		$8.61M Sell
31,529
-3,832
-11% -$1.05M 0.23% 117
2021
Q1 		$8.15M Buy
+35,361
New +$8.43M 0.22% 118

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

Spire Wealth Management's SHW Position: Q2 2026 in Review

Spire Wealth Management increased its Sherwin-Williams (SHW) stake by 5.8% in Q2 2026, buying an estimated $67.4K and bringing the position to 3,829 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #343.

Spire Wealth Management first reported a position in SHW in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.3M in Q4 2021. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Spire Wealth Management held 3,829 shares of Sherwin-Williams worth $1.32M as of Q2 2026.
  • Spire Wealth Management bought 211 Sherwin-Williams shares in Q2 2026, an estimated $67.4K.
  • Sherwin-Williams made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Spire Wealth Management first reported a position in Sherwin-Williams in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Sherwin-Williams position peaked at $13.3M in Q4 2021.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.