Wealth Advisors of Tampa Bay’s Sherwin-Williams SHW Stock Holding History

Wealth Advisors of Tampa Bay’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	$962K	Hold	3,000	–	–	0.32%	65
2025 Q4	$972K	Hold	3,000	–	–	0.34%	62
2025 Q3	$1.04M	Hold	3,000	–	–	0.35%	62
2025 Q2	$1.03M	Hold	3,000	–	–	0.39%	62
2025 Q1	$1.05M	Sell	3,000 -2	-0.1%	-$702	0.43%	60
2024 Q4	$1.02M	Hold	3,002	–	–	0.44%	58
2024 Q3	$1.15M	Buy	3,002 +2	+0.1%	+$698	0.48%	60
2024 Q2	$895K	Hold	3,000	–	–	0.42%	64
2024 Q1	$1.04M	Hold	3,000	–	–	0.5%	59
2023 Q4	$936K	Sell	3,000 -3,000	-50%	-$807K	0.47%	57
2023 Q3	$1.53M	Buy	6,000 +3,000	+100%	+$803K	0.42%	61
2023 Q2	$797K	Hold	3,000	–	–	0.44%	59
2023 Q1	$674K	Hold	3,000	–	–	0.39%	58
2022 Q4	$712K	Hold	3,000	–	–	0.44%	55
2022 Q3	$614K	Sell	3,000 -3,000	-50%	-$711K	0.42%	57
2022 Q2	$1.34M	Hold	6,000	–	–	0.41%	58
2022 Q1	$1.5M	Hold	6,000	–	–	0.41%	60
2021 Q4	$2.11M	Buy	6,000 +3,000	+100%	+$969K	0.52%	62
2021 Q3	$839K	Hold	3,000	–	–	0.46%	63
2021 Q2	$817K	Hold	3,000	–	–	0.45%	62
2021 Q1	$738K	Hold	3,000	–	–	0.44%	63
2020 Q4	$735K	Hold	3,000	–	–	0.51%	57
2020 Q3	$697K	Hold	3,000	–	–	0.52%	57
2020 Q2	$578K	Hold	3,000	–	–	0.48%	55
2020 Q1	$460K	Hold	3,000	–	–	0.52%	50
2019 Q4	$584K	Hold	3,000	–	–	0.54%	48
2019 Q3	$550K	Hold	3,000	–	–	0.46%	55
2019 Q2	$458K	Hold	3,000	–	–	0.33%	60
2019 Q1	$431K	Hold	3,000	–	–	0.31%	55
2018 Q4	$393K	Hold	3,000	–	–	0.32%	55
2018 Q3	$455K	Hold	3,000	–	–	0.32%	51
2018 Q2	$407K	Hold	3,000	–	–	0.31%	54
2018 Q1	$392K	Hold	3,000	–	–	0.28%	57
2017 Q4	$424K	Buy	+3,000	New	+$394K	0.29%	56

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

Wealth Advisors of Tampa Bay's SHW Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its Sherwin-Williams (SHW) position steady in Q1 2026 at 3,000 shares worth $962K. The position accounts for 0.32% of the portfolio, ranked #65.

Wealth Advisors of Tampa Bay first reported a position in SHW in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.11M in Q4 2021. 1,692 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Wealth Advisors of Tampa Bay held 3,000 shares of Sherwin-Williams worth $962K as of Q1 2026.
Wealth Advisors of Tampa Bay left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up 0.32% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #65 holding.
Wealth Advisors of Tampa Bay first reported a position in Sherwin-Williams in Q4 2017 and has held it in 34 quarters since.
Wealth Advisors of Tampa Bay's Sherwin-Williams position peaked at $2.11M in Q4 2021.
1,692 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.