WBH Advisory’s Sherwin-Williams SHW Stock Holding History

WBH Advisory’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	$977K	Hold	3,000	–	–	0.07%	172
2025 Q4	$972K	Hold	3,000	–	–	0.07%	172
2025 Q3	$1.04M	Hold	3,000	–	–	0.08%	169
2025 Q2	$1.03M	Hold	3,000	–	–	0.09%	160
2025 Q1	$1.05M	Hold	3,000	–	–	0.1%	143
2024 Q4	$1.02M	Hold	3,000	–	–	0.09%	148
2024 Q3	$1.15M	Hold	3,000	–	–	0.11%	139
2024 Q2	$895K	Sell	3,000 -4	-0.1%	-$1.24K	0.09%	156
2024 Q1	$1.04M	Buy	3,004 +4	+0.1%	+$1.27K	0.11%	144
2023 Q4	$936K	Hold	3,000	–	–	0.1%	152
2023 Q3	$765K	Sell	3,000 -10	-0.3%	-$2.68K	0.09%	162
2023 Q2	$799K	Buy	3,010 +10	+0.3%	+$2.35K	0.09%	157
2023 Q1	$674K	Buy	+3,000	New	+$687K	0.08%	183
2022 Q3	$676K	Hold	3,300	–	–	0.1%	168
2022 Q2	$798K	Hold	3,300	–	–	0.11%	157
2022 Q1	$928K	Hold	3,300	–	–	0.11%	152
2021 Q4	$1.16M	Hold	3,300	–	–	0.13%	137
2021 Q3	$923K	Hold	3,300	–	–	0.12%	149
2021 Q2	$942K	Hold	3,300	–	–	0.14%	129
2021 Q1	$812K	Hold	3,300	–	–	0.13%	133
2020 Q4	$810K	Hold	3,300	–	–	0.14%	128
2020 Q3	$766K	Hold	3,300	–	–	0.15%	118
2020 Q2	$635K	Hold	3,300	–	–	0.15%	125
2020 Q1	$505	Sell	3,300 -3	-0.1%	-$541	0.12%	135
2019 Q4	$643K	Buy	3,303 +3	+0.1%	+$572	0.13%	137
2019 Q3	$604K	Sell	3,300 -345	-9%	-$58.7K	0.14%	135
2019 Q2	$557K	Buy	3,645 +6	+0.2%	+$897	0.13%	143
2019 Q1	$522K	Buy	3,639 +9	+0.2%	+$1.25K	0.12%	146
2018 Q4	$476	Buy	3,630 +6	+0.2%	+$809	0.12%	144
2018 Q3	$549K	Buy	3,624 +6	+0.2%	+$888	0.13%	141
2018 Q2	$491K	Buy	3,618 +6	+0.2%	+$776	0.13%	146
2018 Q1	$472K	Buy	3,612 +6	+0.2%	+$818	0.13%	141
2017 Q4	$492K	Buy	3,606 +6	+0.2%	+$789	0.13%	143
2017 Q3	$429K	Sell	3,600 -300	-8%	-$34.4K	0.12%	146
2017 Q2	$456K	Sell	3,900 -1,500	-28%	-$168K	0.13%	141
2017 Q1	$558K	Buy	5,400 +750	+16%	+$75.5K	0.17%	129
2016 Q4	$416K	Buy	4,650 +1,350	+41%	+$119K	0.14%	148
2016 Q3	$304K	Hold	3,300	–	–	0.1%	170
2016 Q2	$323K	Buy	+3,300	New	+$321K	0.13%	148

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

WBH Advisory's SHW Position: Q1 2026 in Review

WBH Advisory held its Sherwin-Williams (SHW) position steady in Q1 2026 at 3,000 shares worth $977K. The position accounts for 0.07% of the portfolio, ranked #172.

WBH Advisory first reported a position in SHW in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.16M in Q4 2021. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

WBH Advisory held 3,000 shares of Sherwin-Williams worth $977K as of Q1 2026.
WBH Advisory left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up 0.07% of WBH Advisory's portfolio in Q1 2026, its #172 holding.
WBH Advisory first reported a position in Sherwin-Williams in Q2 2016 and has held it in 39 quarters since.
WBH Advisory's Sherwin-Williams position peaked at $1.16M in Q4 2021.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.