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Annis Gardner Whiting Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q1 		$120K Sell
1,682
-90
-5% -$7.23K 0.02% 407
2025
Q4 		$132K Buy
1,772
+195
+12% +$13.7K 0.02% 359
2025
Q3 		$117K Sell
1,577
-681
-30% -$49.9K 0.02% 359
2025
Q2 		$153K Buy
2,258
+99
+5% +$6.39K 0.05% 242
2025
Q1 		$166K Buy
2,159
+174
+9% +$14.7K 0.07% 204
2024
Q4 		$159K Buy
1,985
+360
+22% +$33.4K 0.04% 223
2024
Q3 		$179K Sell
1,625
-80
-5% -$7.68K 0.05% 219
2024
Q2 		$136K Buy
1,705
+630
+59% +$55.5K 0.04% 253
2024
Q1 		$105K Sell
1,075
-484
-31% -$44.6K 0.04% 271
2023
Q4 		$153K Sell
1,559
-59
-4% -$5.19K 0.07% 179
2023
Q3 		$135K Buy
+1,618
New +$150K 0.07% 174

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SWK Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Stanley Black & Decker (SWK) stake by 5.1% in Q1 2026, selling an estimated $7.23K and leaving 1,682 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #407.

Annis Gardner Whiting Capital Advisors first reported a position in SWK in Q3 2023 and has held it in 11 quarters since. The position peaked at $179K in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 1,682 shares of Stanley Black & Decker worth $120K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 90 Stanley Black & Decker shares in Q1 2026, an estimated $7.23K.
  • Stanley Black & Decker made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #407 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Stanley Black & Decker position peaked at $179K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.