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Stiles Financial Services’s Sherwin-Williams SHW Stock Holding History

Stiles Financial Services’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 		$1.93M Sell
6,007
-812
-12% -$280K 0.59% 55
2025
Q4 		$2.21M Buy
6,819
+296
+5% +$99K 0.68% 48
2025
Q3 		$2.26M Buy
6,523
+275
+4% +$97K 0.71% 47
2025
Q2 		$2.15M Buy
6,248
+178
+3% +$61.7K 0.74% 48
2025
Q1 		$2.12M Buy
6,070
+496
+9% +$174K 0.81% 42
2024
Q4 		$1.9M Buy
5,574
+122
+2% +$45.5K 0.69% 49
2024
Q3 		$2.08M Buy
5,452
+136
+3% +$47.5K 0.73% 45
2024
Q2 		$1.59M Buy
5,316
+669
+14% +$207K 0.61% 54
2024
Q1 		$1.61M Buy
4,647
+539
+13% +$172K 0.65% 50
2023
Q4 		$1.28M Buy
4,108
+249
+6% +$67K 0.58% 58
2023
Q3 		$984K Buy
3,859
+217
+6% +$58.1K 0.51% 63
2023
Q2 		$967K Buy
3,642
+298
+9% +$70.2K 0.48% 65
2023
Q1 		$752K Buy
3,344
+8
+0.2% +$1.83K 0.4% 76
2022
Q4 		$792K Sell
3,336
-36
-1% -$8.32K 0.45% 68
2022
Q3 		$690K Buy
3,372
+469
+16% +$111K 0.42% 67
2022
Q2 		$650K Buy
2,903
+393
+16% +$101K 0.39% 72
2022
Q1 		$632K Buy
2,510
+137
+6% +$37.8K 0.32% 91
2021
Q4 		$836K Buy
+2,373
New +$767K 0.4% 74

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stiles Financial Services's SHW Position: Q1 2026 in Review

Stiles Financial Services reduced its Sherwin-Williams (SHW) stake by 12% in Q1 2026, selling an estimated $280K and leaving 6,007 shares worth $1.93M. The position accounts for 0.59% of the portfolio, ranked #55.

Stiles Financial Services first reported a position in SHW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q3 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Stiles Financial Services held 6,007 shares of Sherwin-Williams worth $1.93M as of Q1 2026.
  • Stiles Financial Services sold 812 Sherwin-Williams shares in Q1 2026, an estimated $280K.
  • Sherwin-Williams made up 0.59% of Stiles Financial Services's portfolio in Q1 2026, its #55 holding.
  • Stiles Financial Services first reported a position in Sherwin-Williams in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Sherwin-Williams position peaked at $2.26M in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.