Triangle Securities Wealth Management’s Sherwin-Williams SHW Stock Holding History

Triangle Securities Wealth Management’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	$670K	Buy	1,945 +29	+2%	+$9.26K	0.13%	145
2026 Q1	$614K	Sell	1,916 -60	-3%	-$20.7K	0.14%	144
2025 Q4	$640K	Hold	1,976	–	–	0.14%	143
2025 Q3	$684K	Hold	1,976	–	–	0.15%	137
2025 Q2	$678K	Hold	1,976	–	–	0.17%	128
2025 Q1	$690K	Sell	1,976 -117	-6%	-$41.1K	0.18%	129
2024 Q4	$711K	Sell	2,093 -12	-0.6%	-$4.48K	0.18%	128
2024 Q3	$803K	Sell	2,105 -1,383	-40%	-$483K	0.21%	124
2024 Q2	$1.04M	Hold	3,488	–	–	0.29%	94
2024 Q1	$1.21M	Buy	3,488 +12	+0.3%	+$3.82K	0.35%	82
2023 Q4	$1.08M	Hold	3,476	–	–	0.34%	89
2023 Q3	$886K	Hold	3,476	–	–	0.32%	88
2023 Q2	$923K	Hold	3,476	–	–	0.32%	90
2023 Q1	$781K	Hold	3,476	–	–	0.28%	107
2022 Q4	$825K	Hold	3,476	–	–	0.3%	100
2022 Q3	$712K	Hold	3,476	–	–	0.29%	101
2022 Q2	$778K	Hold	3,476	–	–	0.3%	98
2022 Q1	$868K	Hold	3,476	–	–	0.29%	100
2021 Q4	$1.22M	Sell	3,476 -33	-0.9%	-$10.7K	0.38%	85
2021 Q3	$981K	Hold	3,509	–	–	0.33%	91
2021 Q2	$956K	Sell	3,509 -136	-4%	-$37.3K	0.32%	96
2021 Q1	$896K	Sell	3,645 -105	-3%	-$25K	0.32%	94
2020 Q4	$918K	Sell	3,750 -45	-1%	-$10.7K	0.36%	88
2020 Q3	$881K	Hold	3,795	–	–	0.4%	80
2020 Q2	$731K	Sell	3,795 -75	-2%	-$13.5K	0.35%	88
2020 Q1	$593K	Hold	3,870	–	–	0.34%	90
2019 Q4	$753K	Sell	3,870 -81	-2%	-$15.4K	0.33%	87
2019 Q3	$724K	Sell	3,951 -120	-3%	-$20.4K	0.35%	86
2019 Q2	$628K	Sell	4,071 -111	-3%	-$16.6K	0.32%	85
2019 Q1	$600K	Sell	4,182 -42	-1%	-$5.84K	0.31%	87
2018 Q4	$554K	Sell	4,224 -93	-2%	-$12.5K	0.33%	82
2018 Q3	$655K	Sell	4,317 -177	-4%	-$26.2K	0.35%	83
2018 Q2	$611K	Sell	4,494 -159	-3%	-$20.6K	0.34%	80
2018 Q1	$608K	Buy	4,653 +3	+0.1%	+$409	0.35%	81
2017 Q4	$635K	Sell	4,650 -75	-2%	-$9.86K	0.36%	79
2017 Q3	$564K	Sell	4,725 -279	-6%	-$32K	0.34%	79
2017 Q2	$585K	Sell	5,004 -126	-2%	-$14.1K	0.39%	73
2017 Q1	$531K	Buy	5,130 +3	+0.1%	+$302	0.34%	80
2016 Q4	$459K	Buy	5,127 +3	+0.1%	+$265	0.31%	82
2016 Q3	$473K	Sell	5,124 -594	-10%	-$57.6K	0.33%	83
2016 Q2	$560K	Sell	5,718 -171	-3%	-$16.7K	0.42%	72
2016 Q1	$559K	Sell	5,889 -117	-2%	-$10.2K	0.36%	77
2015 Q4	$520K	Buy	6,006 +3	+0%	+$260	0.35%	78
2015 Q3	$446K	Buy	6,003 +3	+0.1%	+$263	0.34%	90
2015 Q2	$550K	Buy	6,000 +3	+0.1%	+$284	0.39%	78
2015 Q1	$569K	Sell	5,997 -432	-7%	-$40.3K	0.39%	81
2014 Q4	$564K	Buy	6,429 +3	+0%	+$236	0.4%	77
2014 Q3	$469K	Sell	6,426 -63	-1%	-$4.47K	0.36%	84
2014 Q2	$448K	Sell	6,489 -837	-11%	-$55.9K	0.34%	83
2014 Q1	$412K	Buy	7,326 +405	+6%	+$26.1K	0.37%	83
2013 Q4	$423K	Sell	6,921 -204	-3%	-$12.5K	0.34%	85
2013 Q3	$433K	Buy	7,125 +48	+0.7%	+$2.82K	0.38%	83
2013 Q2	$417K	Buy	+7,077	New	+$427K	0.31%	83

Other funds holding SHW

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Triangle Securities Wealth Management's SHW Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Sherwin-Williams (SHW) stake by 1.5% in Q2 2026, buying an estimated $9.26K and bringing the position to 1,945 shares worth $670K. The position accounts for 0.13% of the portfolio, ranked #145.

Triangle Securities Wealth Management first reported a position in SHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.22M in Q4 2021. 277 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Triangle Securities Wealth Management held 1,945 shares of Sherwin-Williams worth $670K as of Q2 2026.
Triangle Securities Wealth Management bought 29 Sherwin-Williams shares in Q2 2026, an estimated $9.26K.
Sherwin-Williams made up 0.13% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #145 holding.
Triangle Securities Wealth Management first reported a position in Sherwin-Williams in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Sherwin-Williams position peaked at $1.22M in Q4 2021.
277 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.