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Strategic Planning Group’s Sherwin-Williams SHW Stock Holding History

Strategic Planning Group’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 		$6.29M Buy
18,254
+972
+6% +$311K 0.68% 45
2026
Q1 		$5.54M Buy
+17,282
New +$5.95M 0.77% 46

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

Strategic Planning Group's SHW Position: Q2 2026 in Review

Strategic Planning Group increased its Sherwin-Williams (SHW) stake by 5.6% in Q2 2026, buying an estimated $311K and bringing the position to 18,254 shares worth $6.29M. The position accounts for 0.68% of the portfolio, ranked #45.

Strategic Planning Group first reported a position in SHW in Q1 2026 and has held it in 2 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Strategic Planning Group held 18,254 shares of Sherwin-Williams worth $6.29M as of Q2 2026.
  • Strategic Planning Group bought 972 Sherwin-Williams shares in Q2 2026, an estimated $311K.
  • Sherwin-Williams made up 0.68% of Strategic Planning Group's portfolio in Q2 2026, its #45 holding.
  • Strategic Planning Group first reported a position in Sherwin-Williams in Q1 2026 and has held it in 2 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.