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Tandem Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Tandem Wealth Advisors’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 		$468K Buy
1,460
+40
+3% +$13.8K 0.21% 44
2025
Q4 		$460K Buy
1,420
+262
+23% +$87.6K 0.21% 42
2025
Q3 		$401K Buy
1,158
+111
+11% +$39.1K 0.19% 41
2025
Q2 		$359K Buy
1,047
+17
+2% +$5.89K 0.18% 39
2025
Q1 		$360K Buy
1,030
+142
+16% +$49.8K 0.19% 41
2024
Q4 		$302K Buy
888
+47
+6% +$17.5K 0.15% 46
2024
Q3 		$321K Sell
841
-5
-0.6% -$1.75K 0.16% 42
2024
Q2 		$252K Hold
846
– – 0.14% 46
2024
Q1 		$294K Buy
+846
New +$270K 0.16% 41

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

Tandem Wealth Advisors's SHW Position: Q1 2026 in Review

Tandem Wealth Advisors increased its Sherwin-Williams (SHW) stake by 2.8% in Q1 2026, buying an estimated $13.8K and bringing the position to 1,460 shares worth $468K. The position accounts for 0.21% of the portfolio, ranked #44.

Tandem Wealth Advisors first reported a position in SHW in Q1 2024 and has held it in 9 quarters since. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Tandem Wealth Advisors held 1,460 shares of Sherwin-Williams worth $468K as of Q1 2026.
  • Tandem Wealth Advisors bought 40 Sherwin-Williams shares in Q1 2026, an estimated $13.8K.
  • Sherwin-Williams made up 0.21% of Tandem Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • Tandem Wealth Advisors first reported a position in Sherwin-Williams in Q1 2024 and has held it in 9 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.