WMG Financial Advisors’s Sherwin-Williams SHW Stock Holding History

WMG Financial Advisors’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
2025 Q4	–	Sell	-627	Closed	-$217K	–	190
2025 Q3	$217K	Buy	627 +1	+0.2%	+$353	0.07%	187
2025 Q2	$215K	Hold	626	–	–	0.08%	173
2025 Q1	$219K	Buy	626 +2	+0.3%	+$702	0.09%	156
2024 Q4	$212K	Hold	624	–	–	0.09%	154
2024 Q3	$238K	Buy	+624	New	+$218K	0.11%	145
2024 Q2	–	Sell	-632	Closed	-$220K	–	169
2024 Q1	$220K	Sell	632 -209	-25%	-$66.6K	0.13%	130
2023 Q4	$262K	Sell	841 -38	-4%	-$10.2K	0.17%	90
2023 Q3	$224K	Hold	879	–	–	0.19%	86
2023 Q2	$233K	Sell	879 -20	-2%	-$4.71K	0.17%	101
2023 Q1	$202K	Hold	899	–	–	0.17%	106
2022 Q4	$213K	Buy	+899	New	+$208K	0.18%	118
2022 Q3	–	Sell	-933	Closed	-$209K	–	152
2022 Q2	$209K	Sell	933 -149	-14%	-$38.2K	0.18%	128
2022 Q1	$271K	Buy	1,082 +59	+6%	+$16.3K	0.2%	127
2021 Q4	$361K	Buy	+1,023	New	+$331K	0.28%	99

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WMG Financial Advisors's SHW Position: Q4 2025 in Review

WMG Financial Advisors sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 627 shares — an estimated $217K sold.

WMG Financial Advisors first reported a position in SHW in Q4 2021 and held it in 14 quarters. The position peaked at $361K in Q4 2021. 1,713 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

WMG Financial Advisors reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 627 Sherwin-Williams shares in Q4 2025, an estimated $217K.
WMG Financial Advisors first reported a position in Sherwin-Williams in Q4 2021 and held it in 14 quarters.
WMG Financial Advisors's Sherwin-Williams position peaked at $361K in Q4 2021.
1,713 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.