AE Wealth Management’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $285K | Buy |
+3,024
| New | +$237K | ﹤0.01% | 1518 |
|
|
2025
Q2 | – | Sell |
-49,518
| Closed | -$3.81M | – | 2261 |
|
|
2025
Q1 | $3.81M | Buy |
+49,518
| New | +$4.17M | 0.03% | 396 |
|
|
2024
Q4 | – | Sell |
-2,654
| Closed | -$292K | – | 2168 |
|
|
2024
Q3 | $292K | Sell |
2,654
-670
| -20% | -$64.3K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $266K | Buy |
3,324
+327
| +11% | +$28.8K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $293K | Sell |
2,997
-4,143
| -58% | -$382K | ﹤0.01% | 969 |
|
|
2023
Q4 | $676K | Buy |
7,140
+493
| +7% | +$43.4K | ﹤0.01% | 1298 |
|
|
2023
Q3 | $556K | Sell |
6,647
-1,391
| -17% | -$129K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $753K | Buy |
8,038
+1,472
| +22% | +$122K | ﹤0.01% | 1201 |
|
|
2023
Q1 | $529K | Buy |
6,566
+1,015
| +18% | +$85.5K | ﹤0.01% | 1328 |
|
|
2022
Q4 | $417K | Buy |
+5,551
| New | +$433K | ﹤0.01% | 1377 |
|
|
2022
Q3 | – | Sell |
-3,425
| Closed | -$359K | – | 1870 |
|
|
2022
Q2 | $359K | Buy |
3,425
+1,800
| +111% | +$221K | ﹤0.01% | 1360 |
|
|
2022
Q1 | $227K | Sell |
1,625
-53
| -3% | -$8.75K | ﹤0.01% | 1540 |
|
|
2021
Q4 | $317K | Sell |
1,678
-892
| -35% | -$165K | ﹤0.01% | 1427 |
|
|
2021
Q3 | $451K | Buy |
2,570
+612
| +31% | +$119K | ﹤0.01% | 1210 |
|
|
2021
Q2 | $401K | Buy |
1,958
+326
| +20% | +$67.6K | ﹤0.01% | 1224 |
|
|
2021
Q1 | $326K | Buy |
+1,632
| New | +$296K | ﹤0.01% | 1221 |
|
|
2020
Q4 | – | Sell |
-9,946
| Closed | -$1.61M | – | 1425 |
|
|
2020
Q3 | $1.61M | Buy |
9,946
+3,821
| +62% | +$595K | 0.02% | 496 |
|
|
2020
Q2 | $854K | Buy |
+6,125
| New | +$739K | 0.01% | 677 |
|
|
2020
Q1 | – | Sell |
-1,813
| Closed | -$301K | – | 1272 |
|
|
2019
Q4 | $301K | Buy |
1,813
+168
| +10% | +$26K | 0.01% | 899 |
|
|
2019
Q3 | $238K | Buy |
1,645
+19
| +1% | +$2.68K | 0.01% | 868 |
|
|
2019
Q2 | $235K | Buy |
+1,626
| New | +$229K | 0.01% | 846 |
|
|
2018
Q4 | – | Sell |
-1,834
| Closed | -$269K | – | 594 |
|
|
2018
Q3 | $269K | Buy |
1,834
+97
| +6% | +$13.8K | 0.01% | 477 |
|
|
2018
Q2 | $231K | Sell |
1,737
-185
| -10% | -$26.6K | 0.02% | 389 |
|
|
2018
Q1 | $294K | Sell |
1,922
-98
| -5% | -$15.9K | 0.02% | 330 |
|
|
2017
Q4 | $343K | Buy |
2,020
+120
| +6% | +$19.6K | 0.03% | 291 |
|
|
2017
Q3 | $287K | Buy |
+1,900
| New | +$273K | 0.03% | 320 |
|
Other funds holding SWK
AE Wealth Management's SWK Position: Q2 2026 in Review
AE Wealth Management opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 3,024 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SWK as recently as Q1 2025.
AE Wealth Management first reported a position in SWK in Q3 2017 and has held it in 26 quarters since. The position peaked at $3.81M in Q1 2025. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.
- AE Wealth Management held 3,024 shares of Stanley Black & Decker worth $285K as of Q2 2026.
- Stanley Black & Decker was a new AE Wealth Management position in Q2 2026.
- Stanley Black & Decker made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1518 holding.
- AE Wealth Management first reported a position in Stanley Black & Decker in Q3 2017 and has held it in 26 quarters since.
- AE Wealth Management's Stanley Black & Decker position peaked at $3.81M in Q1 2025.
- 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.