Trajan Wealth’s Sherwin-Williams SHW Stock Holding History

Trajan Wealth’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	–	Sell	-1,643	Closed	-$527K	–	161
2026 Q1	$527K	Sell	1,643 -75	-4%	-$25.8K	0.02%	115
2025 Q4	$557K	Buy	1,718 +75	+5%	+$25.1K	0.02%	114
2025 Q3	$569K	Buy	+1,643	New	+$579K	0.02%	117
2024 Q2	–	Sell	-1,678	Closed	-$583K	–	181
2024 Q1	$583K	Buy	+1,678	New	+$535K	0.04%	127

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Trajan Wealth's SHW Position: Q2 2026 in Review

Trajan Wealth sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 1,643 shares — an estimated $527K sold.

Trajan Wealth first reported a position in SHW in Q1 2024 and held it in 4 quarters. The position peaked at $583K in Q1 2024. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Trajan Wealth reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
Trajan Wealth sold 1,643 Sherwin-Williams shares in Q2 2026, an estimated $527K.
Trajan Wealth first reported a position in Sherwin-Williams in Q1 2024 and held it in 4 quarters.
Trajan Wealth's Sherwin-Williams position peaked at $583K in Q1 2024.
1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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