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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
Q2 		$546K Buy
1,585
+125
+9% +$39.9K 0.22% 43
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 $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

Tandem Wealth Advisors's SHW Position: Q2 2026 in Review

Tandem Wealth Advisors increased its Sherwin-Williams (SHW) stake by 8.6% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,585 shares worth $546K. The position accounts for 0.22% of the portfolio, ranked #43.

Tandem Wealth Advisors first reported a position in SHW in Q1 2024 and has held it in 10 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Tandem Wealth Advisors held 1,585 shares of Sherwin-Williams worth $546K as of Q2 2026.
  • Tandem Wealth Advisors bought 125 Sherwin-Williams shares in Q2 2026, an estimated $39.9K.
  • Sherwin-Williams made up 0.22% of Tandem Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Tandem Wealth Advisors first reported a position in Sherwin-Williams in Q1 2024 and has held it in 10 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.