Whipplewood Advisors’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.58K Sell
22
-64
-74% -$20.4K 0.01% 271
2026
Q1
$27.6K Buy
+86
New +$29.6K 0.01% 342
2025
Q3
Sell
-116
Closed -$39.8K 1011
2025
Q2
$39.8K Buy
116
+12
+12% +$4.16K 0.02% 359
2025
Q1
$40.5K Sell
104
-33
-24% -$11.6K 0.02% 338
2024
Q4
$46.6K Buy
+137
New +$51.1K 0.03% 321

Other funds holding SHW

Whipplewood Advisors's SHW Position: Q2 2026 in Review

Whipplewood Advisors reduced its Sherwin-Williams (SHW) stake by 74% in Q2 2026, selling an estimated $20.4K and leaving 22 shares worth $7.58K. The position accounts for 0.01% of the portfolio, ranked #271.

Whipplewood Advisors first reported a position in SHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $46.6K in Q4 2024. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Whipplewood Advisors held 22 shares of Sherwin-Williams worth $7.58K as of Q2 2026.
  • Whipplewood Advisors sold 64 Sherwin-Williams shares in Q2 2026, an estimated $20.4K.
  • Sherwin-Williams made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #271 holding.
  • Whipplewood Advisors first reported a position in Sherwin-Williams in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Sherwin-Williams position peaked at $46.6K in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.