ZF
SHW icon

Zhang Financial’s Sherwin-Williams SHW Stock Holding History

Zhang Financial’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 		$542K Sell
1,575
-84
-5% -$26.8K 0.02% 255
2026
Q1 		$532K Sell
1,659
-14
-0.8% -$4.82K 0.02% 237
2025
Q4 		$542K Sell
1,673
-12
-0.7% -$4.01K 0.02% 218
2025
Q3 		$583K Buy
1,685
+4
+0.2% +$1.41K 0.02% 202
2025
Q2 		$577K Sell
1,681
-15
-0.9% -$5.2K 0.03% 191
2025
Q1 		$592K Buy
1,696
+36
+2% +$12.6K 0.03% 195
2024
Q4 		$564K Buy
1,660
+14
+0.9% +$5.22K 0.03% 190
2024
Q3 		$628K Buy
1,646
+17
+1% +$5.93K 0.04% 180
2024
Q2 		$486K Buy
1,629
+1
+0.1% +$309 0.03% 190
2024
Q1 		$565K Sell
1,628
-7
-0.4% -$2.23K 0.04% 179
2023
Q4 		$510K Buy
1,635
+50
+3% +$13.4K 0.04% 179
2023
Q3 		$404K Hold
1,585
– – 0.04% 181
2023
Q2 		$421K Sell
1,585
-15
-0.9% -$3.53K 0.04% 175
2023
Q1 		$360K Hold
1,600
– – 0.04% 177
2022
Q4 		$380K Buy
+1,600
New +$370K 0.05% 171

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

Zhang Financial's SHW Position: Q2 2026 in Review

Zhang Financial reduced its Sherwin-Williams (SHW) stake by 5.1% in Q2 2026, selling an estimated $26.8K and leaving 1,575 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #255.

Zhang Financial first reported a position in SHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $628K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Zhang Financial held 1,575 shares of Sherwin-Williams worth $542K as of Q2 2026.
  • Zhang Financial sold 84 Sherwin-Williams shares in Q2 2026, an estimated $26.8K.
  • Sherwin-Williams made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #255 holding.
  • Zhang Financial first reported a position in Sherwin-Williams in Q4 2022 and has held it in 15 quarters since.
  • Zhang Financial's Sherwin-Williams position peaked at $628K in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.