West Family Investments’s Sherwin-Williams SHW Stock Holding History

West Family Investments’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	$264K	Buy	767 +15	+2%	+$4.79K	0.08%	369
2026 Q1	$241K	Sell	752 -10	-1%	-$3.44K	0.08%	213
2025 Q4	$247K	Sell	762 -44	-5%	-$14.7K	0.06%	298
2025 Q3	$279K	Buy	806 +10	+1%	+$3.53K	0.06%	296
2025 Q2	$273K	Buy	796 +44	+6%	+$15.2K	0.07%	272
2025 Q1	$263K	Hold	752	–	–	0.1%	191
2024 Q4	$256K	Sell	752 -10	-1%	-$3.73K	0.09%	220
2024 Q3	$291K	Buy	762 +10	+1%	+$3.49K	0.1%	212
2024 Q2	$224K	Hold	752	–	–	0.07%	217
2024 Q1	$261K	Hold	752	–	–	0.08%	203
2023 Q4	$235K	Buy	+752	New	+$202K	0.08%	196
2022 Q1	–	Sell	-1,041	Closed	-$367K	–	341
2021 Q4	$367K	Hold	1,041	–	–	0.1%	169
2021 Q3	$291K	Buy	1,041 +39	+4%	+$11.4K	0.08%	218
2021 Q2	$273K	Buy	+1,002	New	+$275K	0.07%	249

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

West Family Investments's SHW Position: Q2 2026 in Review

West Family Investments increased its Sherwin-Williams (SHW) stake by 2% in Q2 2026, buying an estimated $4.79K and bringing the position to 767 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #369.

West Family Investments first reported a position in SHW in Q2 2021 and has held it in 14 quarters since. The position peaked at $367K in Q4 2021. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

West Family Investments held 767 shares of Sherwin-Williams worth $264K as of Q2 2026.
West Family Investments bought 15 Sherwin-Williams shares in Q2 2026, an estimated $4.79K.
Sherwin-Williams made up 0.08% of West Family Investments's portfolio in Q2 2026, its #369 holding.
West Family Investments first reported a position in Sherwin-Williams in Q2 2021 and has held it in 14 quarters since.
West Family Investments's Sherwin-Williams position peaked at $367K in Q4 2021.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.