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Allen Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Allen Wealth Management’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Sell
21,291
-656
-3% -$51.4K 0.98% 20
2026
Q1 		$1.56M Buy
21,947
+2,388
+12% +$192K 0.78% 29
2025
Q4 		$1.45M Sell
19,559
-1,973
-9% -$139K 0.87% 26
2025
Q3 		$1.6M Buy
21,532
+2,873
+15% +$211K 1.09% 20
2025
Q2 		$1.26M Buy
18,659
+160
+0.9% +$10.3K 0.88% 25
2025
Q1 		$1.42M Buy
18,499
+719
+4% +$60.6K 0.98% 22
2024
Q4 		$1.43M Buy
17,780
+601
+3% +$55.7K 1.02% 22
2024
Q3 		$1.89M Buy
17,179
+846
+5% +$81.2K 1.31% 16
2024
Q2 		$1.3M Buy
16,333
+1,266
+8% +$111K 1.16% 22
2024
Q1 		$1.48M Buy
15,067
+529
+4% +$48.8K 1.3% 19
2023
Q4 		$1.43M Buy
+14,538
New +$1.28M 1.4% 20

Other funds holding SWK

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Allen Wealth Management's SWK Position: Q2 2026 in Review

Allen Wealth Management reduced its Stanley Black & Decker (SWK) stake by 3% in Q2 2026, selling an estimated $51.4K and leaving 21,291 shares worth $2M. The position accounts for 0.98% of the portfolio, ranked #20.

Allen Wealth Management first reported a position in SWK in Q4 2023 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Allen Wealth Management held 21,291 shares of Stanley Black & Decker worth $2M as of Q2 2026.
  • Allen Wealth Management sold 656 Stanley Black & Decker shares in Q2 2026, an estimated $51.4K.
  • Stanley Black & Decker made up 0.98% of Allen Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Allen Wealth Management first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 11 quarters since.
  • 290 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.