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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
Q2 		$2.18M Buy
6,344
+337
+6% +$108K 0.55% 54
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 $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

Stiles Financial Services's SHW Position: Q2 2026 in Review

Stiles Financial Services increased its Sherwin-Williams (SHW) stake by 5.6% in Q2 2026, buying an estimated $108K and bringing the position to 6,344 shares worth $2.18M. The position accounts for 0.55% of the portfolio, ranked #54.

Stiles Financial Services first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.26M in Q3 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Stiles Financial Services held 6,344 shares of Sherwin-Williams worth $2.18M as of Q2 2026.
  • Stiles Financial Services bought 337 Sherwin-Williams shares in Q2 2026, an estimated $108K.
  • Sherwin-Williams made up 0.55% of Stiles Financial Services's portfolio in Q2 2026, its #54 holding.
  • Stiles Financial Services first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Sherwin-Williams position peaked at $2.26M in Q3 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.