VWM
SHW icon

Valley Wealth Managers’s Sherwin-Williams SHW Stock Holding History

Valley Wealth Managers’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 		$598K Sell
1,864
-103
-5% -$35.5K 0.04% 157
2025
Q4 		$637K Buy
1,967
+145
+8% +$48.5K 0.04% 155
2025
Q3 		$631K Buy
1,822
+240
+15% +$84.6K 0.04% 152
2025
Q2 		$543K Sell
1,582
-46
-3% -$15.9K 0.04% 156
2025
Q1 		$568K Buy
1,628
+113
+7% +$39.7K 0.04% 149
2024
Q4 		$515K Buy
1,515
+104
+7% +$38.8K 0.04% 156
2024
Q3 		$539K Buy
1,411
+226
+19% +$78.9K 0.04% 153
2024
Q2 		$354K Buy
1,185
+17
+1% +$5.26K 0.03% 169
2024
Q1 		$406K Buy
1,168
+171
+17% +$54.5K 0.03% 156
2023
Q4 		$311K Buy
997
+28
+3% +$7.53K 0.02% 162
2023
Q3 		$247K Buy
969
+43
+5% +$11.5K 0.02% 176
2023
Q2 		$246K Buy
926
+9
+1% +$2.12K 0.02% 151
2023
Q1 		$206K Buy
917
+47
+5% +$10.8K 0.02% 166
2022
Q4 		$206K Sell
870
-1,203
-58% -$278K 0.02% 166
2022
Q3 		$424K Buy
2,073
+1,224
+144% +$290K 0.04% 127
2022
Q2 		$190K Sell
849
-323
-28% -$82.9K 0.02% 188
2022
Q1 		$293K Buy
1,172
+97
+9% +$26.8K 0.02% 162
2021
Q4 		$379K Buy
1,075
+110
+11% +$35.5K 0.03% 145
2021
Q3 		$270K Buy
965
+69
+8% +$20.2K 0.02% 163
2021
Q2 		$244K Buy
+896
New +$245K 0.02% 173

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

Valley Wealth Managers's SHW Position: Q1 2026 in Review

Valley Wealth Managers reduced its Sherwin-Williams (SHW) stake by 5.2% in Q1 2026, selling an estimated $35.5K and leaving 1,864 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #157.

Valley Wealth Managers first reported a position in SHW in Q2 2021 and has held it in 20 quarters since. The position peaked at $637K in Q4 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Valley Wealth Managers held 1,864 shares of Sherwin-Williams worth $598K as of Q1 2026.
  • Valley Wealth Managers sold 103 Sherwin-Williams shares in Q1 2026, an estimated $35.5K.
  • Sherwin-Williams made up 0.04% of Valley Wealth Managers's portfolio in Q1 2026, its #157 holding.
  • Valley Wealth Managers first reported a position in Sherwin-Williams in Q2 2021 and has held it in 20 quarters since.
  • Valley Wealth Managers's Sherwin-Williams position peaked at $637K in Q4 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

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