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

Sterling 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 Q1	$1.06M	Buy	3,311 +1	+0%	+$344	0.29%	41
2025 Q4	$1.07M	Hold	3,310	–	–	0.31%	41
2025 Q3	$1.15M	Hold	3,310	–	–	0.35%	39
2025 Q2	$1.14M	Buy	+3,310	New	+$1.15M	0.39%	38
2024 Q4	$1.12M	Hold	3,307	–	–	0.42%	38
2024 Q3	$1.26M	Hold	3,307	–	–	0.47%	37
2024 Q2	$987K	Hold	3,307	–	–	0.47%	35
2024 Q1	$1.15M	Hold	3,307	–	–	0.57%	30
2023 Q4	$1.03M	Buy	+3,307	New	+$889K	0.58%	25

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sterling Wealth Management's SHW Position: Q1 2026 in Review

Sterling Wealth Management increased its Sherwin-Williams (SHW) stake by 0.03% in Q1 2026, buying an estimated $344 and bringing the position to 3,311 shares worth $1.06M. The position accounts for 0.29% of the portfolio, ranked #41.

Sterling Wealth Management first reported a position in SHW in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.26M in Q3 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Sterling Wealth Management held 3,311 shares of Sherwin-Williams worth $1.06M as of Q1 2026.
Sterling Wealth Management bought 1 Sherwin-Williams share in Q1 2026, an estimated $344.
Sherwin-Williams made up 0.29% of Sterling Wealth Management's portfolio in Q1 2026, its #41 holding.
Sterling Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Sherwin-Williams position peaked at $1.26M in Q3 2024.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.