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WealthPlan Investment Management’s Sherwin-Williams SHW Stock Holding History

WealthPlan Investment Management’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 		$259K Buy
+751
New +$240K 0.01% 419
2022
Q1 		$289K Buy
+1,052
New +$291K 0.02% 323

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WealthPlan Investment Management's SHW Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Sherwin-Williams (SHW) in Q2 2026: 751 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in SHW as recently as Q1 2022.

WealthPlan Investment Management first reported a position in SHW in Q1 2022 and has held it in 2 quarters since. The position peaked at $289K in Q1 2022. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • WealthPlan Investment Management held 751 shares of Sherwin-Williams worth $259K as of Q2 2026.
  • Sherwin-Williams was a new WealthPlan Investment Management position in Q2 2026.
  • Sherwin-Williams made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #419 holding.
  • WealthPlan Investment Management first reported a position in Sherwin-Williams in Q1 2022 and has held it in 2 quarters since.
  • WealthPlan Investment Management's Sherwin-Williams position peaked at $289K in Q1 2022.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.