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Wealth Management Partners’s Sherwin-Williams SHW Stock Holding History

Wealth Management Partners’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
Q2 		$232K Sell
675
-165
-20% -$52.7K 0.05% 144
2026
Q1 		$269K Hold
840
– – 0.08% 127
2025
Q4 		$272K Sell
840
-275
-25% -$92K 0.08% 125
2025
Q3 		$386K Sell
1,115
-200
-15% -$70.5K 0.12% 106
2025
Q2 		$455K Sell
1,315
-321
-20% -$111K 0.16% 94
2025
Q1 		$571K Hold
1,636
– – 0.26% 70
2024
Q4 		$556K Sell
1,636
-190
-10% -$70.9K 0.24% 74
2024
Q3 		$697K Sell
1,826
-144
-7% -$50.3K 0.32% 63
2024
Q2 		$588K Sell
1,970
-50
-2% -$15.5K 0.29% 61
2024
Q1 		$702K Sell
2,020
-155
-7% -$49.4K 0.36% 59
2023
Q4 		$678K Hold
2,175
– – 0.38% 55
2023
Q3 		$555K Buy
2,175
+277
+15% +$74.2K 0.35% 59
2023
Q2 		$504K Sell
1,898
-199
-9% -$46.9K 0.32% 60
2023
Q1 		$471K Buy
2,097
+97
+5% +$22.2K 0.33% 63
2022
Q4 		$513K Hold
2,000
– – 0.43% 52
2022
Q3 		$472K Sell
2,000
-1,000
-33% -$237K 0.41% 55
2022
Q2 		$645K Buy
3,000
+1,000
+50% +$257K 0.56% 42
2022
Q1 		$419K Hold
2,000
– – 0.3% 64
2021
Q4 		$592K Buy
2,000
+320
+19% +$103K 0.41% 55
2021
Q3 		$470K Hold
1,680
– – 0.35% 61
2021
Q2 		$458K Sell
1,680
-3,360
-67% -$921K 0.32% 69
2021
Q1 		$423K Buy
5,040
+3,360
+200% +$801K 0.32% 70
2020
Q4 		$405K Buy
+1,680
New +$399K 0.32% 71

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealth Management Partners's SHW Position: Q2 2026 in Review

Wealth Management Partners reduced its Sherwin-Williams (SHW) stake by 20% in Q2 2026, selling an estimated $52.7K and leaving 675 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #144.

Wealth Management Partners first reported a position in SHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $702K in Q1 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Wealth Management Partners held 675 shares of Sherwin-Williams worth $232K as of Q2 2026.
  • Wealth Management Partners sold 165 Sherwin-Williams shares in Q2 2026, an estimated $52.7K.
  • Sherwin-Williams made up 0.05% of Wealth Management Partners's portfolio in Q2 2026, its #144 holding.
  • Wealth Management Partners first reported a position in Sherwin-Williams in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Sherwin-Williams position peaked at $702K in Q1 2024.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.