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 Q3	$1.07M	Hold	3,311	–	–	0.28%	44
2026 Q2	$1.14M	Hold	3,311	–	–	0.28%	43
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sterling Wealth Management's SHW Position: Q3 2026 in Review

Sterling Wealth Management held its Sherwin-Williams (SHW) position steady in Q3 2026 at 3,311 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #44.

Sterling Wealth Management first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2024. 1,155 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Sterling Wealth Management held 3,311 shares of Sherwin-Williams worth $1.07M as of Q3 2026.
Sterling Wealth Management left its Sherwin-Williams share count unchanged in Q3 2026.
Sherwin-Williams made up 0.28% of Sterling Wealth Management's portfolio in Q3 2026, its #44 holding.
Sterling Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
Sterling Wealth Management's Sherwin-Williams position peaked at $1.26M in Q3 2024.
1,155 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.