Valmark Advisers’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $299K | Buy |
867
+23
| +3% | +$7.35K | ﹤0.01% | 620 |
|
|
2026
Q1 | $271K | Sell |
844
-9
| -1% | -$3.1K | ﹤0.01% | 602 |
|
|
2025
Q4 | $276K | Buy |
853
+9
| +1% | +$3.01K | ﹤0.01% | 576 |
|
|
2025
Q3 | $292K | Sell |
844
-46
| -5% | -$16.2K | ﹤0.01% | 562 |
|
|
2025
Q2 | $306K | Sell |
890
-2
| -0.2% | -$693 | ﹤0.01% | 546 |
|
|
2025
Q1 | $311K | Hold |
892
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $303K | Buy |
892
+231
| +35% | +$86.2K | ﹤0.01% | 508 |
|
|
2024
Q3 | $252K | Sell |
661
-57
| -8% | -$19.9K | ﹤0.01% | 530 |
|
|
2024
Q2 | $214K | Buy |
718
+49
| +7% | +$15.2K | ﹤0.01% | 540 |
|
|
2024
Q1 | $232K | Hold |
669
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $209K | Buy |
+669
| New | +$180K | ﹤0.01% | 484 |
|
|
2022
Q1 | – | Sell |
-668
| Closed | -$235K | – | 440 |
|
|
2021
Q4 | $235K | Sell |
668
-90
| -12% | -$29.1K | ﹤0.01% | 379 |
|
|
2021
Q3 | $212K | Buy |
+758
| New | +$222K | ﹤0.01% | 375 |
|
|
2021
Q2 | – | Sell |
-981
| Closed | -$241K | – | 399 |
|
|
2021
Q1 | $241K | Buy |
+981
| New | +$234K | ﹤0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-2,727
| Closed | -$417K | – | 241 |
|
|
2019
Q2 | $417K | Sell |
2,727
-1,050
| -28% | -$157K | 0.01% | 153 |
|
|
2019
Q1 | $542K | Sell |
3,777
-15
| -0.4% | -$2.09K | 0.01% | 133 |
|
|
2018
Q4 | $497K | Sell |
3,792
-735
| -16% | -$99.2K | 0.01% | 128 |
|
|
2018
Q3 | $687K | Hold |
4,527
| – | – | 0.02% | 106 |
|
|
2018
Q2 | $615K | Sell |
4,527
-405
| -8% | -$52.4K | 0.01% | 110 |
|
|
2018
Q1 | $645K | Sell |
4,932
-3,078
| -38% | -$420K | 0.01% | 104 |
|
|
2017
Q4 | $1.09M | Sell |
8,010
-1,062
| -12% | -$140K | 0.02% | 76 |
|
|
2017
Q3 | $1.08M | Sell |
9,072
-1,941
| -18% | -$223K | 0.03% | 45 |
|
|
2017
Q2 | $1.29M | Buy |
11,013
+30
| +0.3% | +$3.35K | 0.03% | 41 |
|
|
2017
Q1 | $1.14M | Sell |
10,983
-21,099
| -66% | -$2.13M | 0.03% | 42 |
|
|
2016
Q4 | $2.87M | Sell |
32,082
-19,650
| -38% | -$1.74M | 0.07% | 33 |
|
|
2016
Q3 | $4.77M | Sell |
51,732
-2,100
| -4% | -$204K | 0.12% | 31 |
|
|
2016
Q2 | $5.27M | Buy |
53,832
+4,692
| +10% | +$457K | 0.13% | 29 |
|
|
2016
Q1 | $4.66M | Hold |
49,140
| – | – | 0.12% | 29 |
|
|
2015
Q4 | $4.25M | Hold |
49,140
| – | – | 0.11% | 30 |
|
|
2015
Q3 | $3.65M | Sell |
49,140
-14,619
| -23% | -$1.28M | 0.09% | 30 |
|
|
2015
Q2 | $5.84M | Hold |
63,759
| – | – | 0.13% | 27 |
|
|
2015
Q1 | $6.05M | Sell |
63,759
-5,550
| -8% | -$517K | 0.14% | 26 |
|
|
2014
Q4 | $6.08M | Hold |
69,309
| – | – | 0.14% | 27 |
|
|
2014
Q3 | $5.06M | Sell |
69,309
-375
| -0.5% | -$26.6K | 0.12% | 26 |
|
|
2014
Q2 | $4.81M | Hold |
69,684
| – | – | 0.12% | 26 |
|
|
2014
Q1 | $4.58M | Buy |
69,684
+786
| +1% | +$50.7K | 0.12% | 26 |
|
|
2013
Q4 | $4.21M | Sell |
68,898
-3,690
| -5% | -$226K | 0.12% | 29 |
|
|
2013
Q3 | $4.41M | Hold |
72,588
| – | – | 0.14% | 30 |
|
|
2013
Q2 | $4.27M | Buy |
+72,588
| New | +$4.38M | 0.15% | 29 |
|
Other funds holding SHW
Valmark Advisers's SHW Position: Q2 2026 in Review
Valmark Advisers increased its Sherwin-Williams (SHW) stake by 2.7% in Q2 2026, buying an estimated $7.35K and bringing the position to 867 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #620.
Valmark Advisers first reported a position in SHW in Q2 2013 and has held it in 39 quarters since. The position peaked at $6.08M in Q4 2014. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Valmark Advisers held 867 shares of Sherwin-Williams worth $299K as of Q2 2026.
- Valmark Advisers bought 23 Sherwin-Williams shares in Q2 2026, an estimated $7.35K.
- Sherwin-Williams made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #620 holding.
- Valmark Advisers first reported a position in Sherwin-Williams in Q2 2013 and has held it in 39 quarters since.
- Valmark Advisers's Sherwin-Williams position peaked at $6.08M in Q4 2014.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.