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

Stockman 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	$264K	Hold	825	–	–	0.03%	151
2025 Q4	$267K	Sell	825 -100	-11%	-$33.5K	0.03%	148
2025 Q3	$320K	Buy	925 +100	+12%	+$35.3K	0.04%	132
2025 Q2	$283K	Hold	825	–	–	0.04%	139
2025 Q1	$288K	Hold	825	–	–	0.04%	133
2024 Q4	$280K	Hold	825	–	–	0.04%	141
2024 Q3	$315K	Sell	825 -2	-0.2%	-$698	0.05%	142
2024 Q2	$247K	Hold	827	–	–	0.04%	151
2024 Q1	$287K	Buy	827 +2	+0.2%	+$637	0.05%	141
2023 Q4	$257K	Hold	825	–	–	0.05%	146
2023 Q3	$210K	Hold	825	–	–	0.05%	171
2023 Q2	$219K	Sell	825 -74	-8%	-$17.4K	0.05%	175
2023 Q1	$202K	Buy	+899	New	+$206K	0.05%	188
2022 Q2	–	Sell	-825	Closed	-$206K	–	193
2022 Q1	$206K	Hold	825	–	–	0.04%	187
2021 Q4	$291K	Hold	825	–	–	0.06%	163
2021 Q3	$231K	Hold	825	–	–	0.05%	181
2021 Q2	$225K	Hold	825	–	–	0.05%	179
2021 Q1	$203K	Hold	825	–	–	0.06%	180
2020 Q4	$202K	Buy	+825	New	+$196K	0.06%	178
2018 Q2	–	Sell	-4,467	Closed	-$584K	–	156
2018 Q1	$584K	Hold	4,467	–	–	0.27%	71
2017 Q4	$611K	Buy	4,467 +195	+5%	+$25.6K	0.27%	74
2017 Q3	$510K	Hold	4,272	–	–	0.24%	86
2017 Q2	$500K	Hold	4,272	–	–	0.5%	63
2017 Q1	$442K	Hold	4,272	–	–	0.25%	84
2016 Q4	$383K	Hold	4,272	–	–	0.23%	84
2016 Q3	$394K	Buy	+4,272	New	+$414K	0.24%	83

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

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

Stockman Wealth Management held its Sherwin-Williams (SHW) position steady in Q1 2026 at 825 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #151.

Stockman Wealth Management first reported a position in SHW in Q3 2016 and has held it in 26 quarters since. The position peaked at $611K in Q4 2017. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Stockman Wealth Management held 825 shares of Sherwin-Williams worth $264K as of Q1 2026.
Stockman Wealth Management left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up 0.03% of Stockman Wealth Management's portfolio in Q1 2026, its #151 holding.
Stockman Wealth Management first reported a position in Sherwin-Williams in Q3 2016 and has held it in 26 quarters since.
Stockman Wealth Management's Sherwin-Williams position peaked at $611K in Q4 2017.
1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.