Waterford Advisors’s Sherwin-Williams SHW Stock Holding History

Waterford Advisors’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	$276K	Hold	873	–	–	0.09%	49
2025 Q4	$283K	Hold	873	–	–	0.11%	42
2025 Q3	$302K	Sell	873 -148,501	-99%	-$52.4M	0.1%	41
2025 Q2	$300K	Buy	149,374 +148,501	+17,010%	+$51.4M	0.11%	42
2025 Q1	$305K	Hold	873	–	–	0.13%	40
2024 Q4	$297K	Hold	873	–	–	0.15%	38
2024 Q3	$333K	Hold	873	–	–	0.17%	40
2024 Q2	$261K	Sell	873 -120	-12%	-$37.1K	0.11%	46
2024 Q1	$345K	Hold	993	–	–	0.15%	41
2023 Q4	$310K	Buy	993 +93	+10%	+$25K	0.15%	41
2023 Q3	$230K	Hold	900	–	–	0.13%	43
2023 Q2	$239K	Hold	900	–	–	0.12%	49
2023 Q1	$202K	Hold	900	–	–	0.11%	50
2022 Q4	$214K	Buy	+900	New	+$208K	0.12%	47

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waterford Advisors's SHW Position: Q1 2026 in Review

Waterford Advisors held its Sherwin-Williams (SHW) position steady in Q1 2026 at 873 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #49.

Waterford Advisors first reported a position in SHW in Q4 2022 and has held it in 14 quarters since. The position peaked at $345K in Q1 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Waterford Advisors held 873 shares of Sherwin-Williams worth $276K as of Q1 2026.
Waterford Advisors left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up 0.09% of Waterford Advisors's portfolio in Q1 2026, its #49 holding.
Waterford Advisors first reported a position in Sherwin-Williams in Q4 2022 and has held it in 14 quarters since.
Waterford Advisors's Sherwin-Williams position peaked at $345K in Q1 2024.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.