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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Sterling Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 3,311 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #43.

Sterling Wealth Management first reported a position in SHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.26M in Q3 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Sterling Wealth Management held 3,311 shares of Sherwin-Williams worth $1.14M as of Q2 2026.
Sterling Wealth Management left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.28% of Sterling Wealth Management's portfolio in Q2 2026, its #43 holding.
Sterling Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's Sherwin-Williams position peaked at $1.26M in Q3 2024.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.