Summit Wealth Group’s Sherwin-Williams SHW Stock Holding History

Summit Wealth 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 Q1	$207K	Buy	+647	New	+$223K	0.05%	123
2025 Q3	–	Sell	-895	Closed	-$307K	–	112
2025 Q2	$307K	Hold	895	–	–	0.08%	89
2025 Q1	$313K	Buy	895 +15	+2%	+$5.26K	0.09%	79
2024 Q4	$299K	Sell	880 -2	-0.2%	-$746	0.09%	75
2024 Q3	$337K	Sell	882 -5	-0.6%	-$1.75K	0.1%	68
2024 Q2	$265K	Buy	+887	New	+$274K	0.08%	77
2023 Q3	–	Sell	-900	Closed	-$239K	–	67
2023 Q2	$239K	Sell	900 -201,393	-100%	-$47.4M	0.1%	67
2023 Q1	$1K	Buy	+202,293	New	+$46.3M	0.02%	137
2021 Q4	–	Sell	-906	Closed	-$253K	–	46
2021 Q3	$253K	Buy	+906	New	+$265K	0.4%	38
2021 Q1	–	Sell	-918	Closed	-$225K	–	208
2020 Q4	$225K	Hold	918	–	–	0.14%	40
2020 Q3	$213K	Buy	+918	New	+$200K	0.19%	29

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

Summit Wealth Group's SHW Position: Q1 2026 in Review

Summit Wealth Group opened a new position in Sherwin-Williams (SHW) in Q1 2026: 647 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings. This is a return to the name: Summit Wealth Group previously reported a position in SHW as recently as Q2 2025.

Summit Wealth Group first reported a position in SHW in Q3 2020 and has held it in 11 quarters since. The position peaked at $337K in Q3 2024. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Summit Wealth Group held 647 shares of Sherwin-Williams worth $207K as of Q1 2026.
Sherwin-Williams was a new Summit Wealth Group position in Q1 2026.
Sherwin-Williams made up 0.05% of Summit Wealth Group's portfolio in Q1 2026, its #123 holding.
Summit Wealth Group first reported a position in Sherwin-Williams in Q3 2020 and has held it in 11 quarters since.
Summit Wealth Group's Sherwin-Williams position peaked at $337K in Q3 2024.
1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.