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Tompkins Financial’s Sherwin-Williams SHW Stock Holding History

Tompkins Financial’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
Q3 		– Sell
-9
Closed -$3.1K – 569
2026
Q2 		$3.1K Hold
9
– – ﹤0.01% 511
2026
Q1 		$2.88K Hold
9
– – ﹤0.01% 515
2025
Q4 		$2.92K Hold
9
– – ﹤0.01% 522
2025
Q3 		$3.12K Hold
9
– – ﹤0.01% 497
2025
Q2 		$3.09K Hold
9
– – ﹤0.01% 491
2025
Q1 		$3.14K Hold
9
– – ﹤0.01% 509
2024
Q4 		$3.06K Hold
9
– – ﹤0.01% 481
2024
Q3 		$3.44K Hold
9
– – ﹤0.01% 528
2024
Q2 		$2.69K Hold
9
– – ﹤0.01% 539
2024
Q1 		$3.13K Sell
9
-138
-94% -$44K ﹤0.01% 568
2023
Q4 		$45.8K Hold
147
– – 0.01% 347
2023
Q3 		$37.5K Buy
147
+138
+1,533% +$36.9K 0.01% 343
2023
Q2 		$2.39K Hold
9
– – ﹤0.01% 557
2023
Q1 		$2.02K Hold
9
– – ﹤0.01% 585
2022
Q4 		$2K Hold
9
– – ﹤0.01% 578
2022
Q3 		$2K Hold
9
– – ﹤0.01% 566
2022
Q2 		$2K Sell
9
-19
-68% -$4.88K ﹤0.01% 550
2022
Q1 		$7K Hold
28
– – ﹤0.01% 514
2021
Q4 		$10K Buy
28
+19
+211% +$6.14K ﹤0.01% 288
2021
Q3 		$3K Buy
+9
New +$2.63K ﹤0.01% 366
2016
Q1 		– Sell
-441
Closed -$38K – 546
2015
Q4 		$38K Sell
441
-291
-40% -$25.2K 0.01% 306
2015
Q3 		$54K Hold
732
– – 0.02% 260
2015
Q2 		$67K Buy
732
+132
+22% +$12.5K 0.02% 241
2015
Q1 		$57K Buy
600
+156
+35% +$14.5K 0.01% 275
2014
Q4 		$39K Buy
+444
New +$35K 0.01% 294
2014
Q3 		– Sell
-18
Closed -$1K – 511
2014
Q2 		$1K Hold
18
– – ﹤0.01% 510
2014
Q1 		$1K Buy
+18
New +$1.16K ﹤0.01% 502

Other funds holding SHW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Tompkins Financial's SHW Position: Q3 2026 in Review

Tompkins Financial sold out of Sherwin-Williams (SHW) in Q3 2026, closing a stake of 9 shares — an estimated $3.1K sold.

Tompkins Financial first reported a position in SHW in Q1 2014 and held it in 27 quarters. The position peaked at $67K in Q2 2015. 53 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Tompkins Financial reported no remaining Sherwin-Williams position as of Q3 2026 after selling out during the quarter.
  • Tompkins Financial sold 9 Sherwin-Williams shares in Q3 2026, an estimated $3.1K.
  • Tompkins Financial first reported a position in Sherwin-Williams in Q1 2014 and held it in 27 quarters.
  • Tompkins Financial's Sherwin-Williams position peaked at $67K in Q2 2015.
  • 53 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.