Baker Avenue Asset Management’s Stanley Black & Decker SWK Stock Holding History

Baker Avenue Asset 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	$225K	Buy	+2,395	New	+$188K	﹤0.01%	753
2025 Q2	–	Sell	-3,354	Closed	-$258K	–	541
2025 Q1	$258K	Buy	+3,354	New	+$283K	0.01%	383
2023 Q4	–	Sell	-700	Closed	-$58.5K	–	1350
2023 Q3	$58.5K	Sell	700 -37	-5%	-$3.43K	﹤0.01%	497
2023 Q2	$69.1K	Sell	737 -272	-27%	-$22.5K	﹤0.01%	479
2023 Q1	$81.3K	Sell	1,009 -10	-1%	-$842	﹤0.01%	462
2022 Q4	$76.5K	Buy	+1,019	New	+$79.5K	﹤0.01%	436
2022 Q3	–	Sell	-2,268	Closed	-$238K	–	373
2022 Q2	$238K	Sell	2,268 -12	-0.5%	-$1.48K	0.02%	284
2022 Q1	$319K	Sell	2,280 -23,820	-91%	-$3.93M	0.02%	261
2021 Q4	$4.92M	Buy	26,100 +3,263	+14%	+$602K	0.25%	85
2021 Q3	$4M	Buy	22,837 +1,559	+7%	+$304K	0.23%	87
2021 Q2	$4.36M	Buy	21,278 +957	+5%	+$198K	0.25%	83
2021 Q1	$4.06M	Buy	20,321 +793	+4%	+$144K	0.25%	79
2020 Q4	$3.49M	Buy	+19,528	New	+$3.46M	0.24%	75

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Avenue Asset Management's SWK Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,395 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in SWK as recently as Q1 2025.

Baker Avenue Asset Management first reported a position in SWK in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.92M in Q4 2021. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Baker Avenue Asset Management held 2,395 shares of Stanley Black & Decker worth $225K as of Q2 2026.
Stanley Black & Decker was a new Baker Avenue Asset Management position in Q2 2026.
Stanley Black & Decker made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #753 holding.
Baker Avenue Asset Management first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 13 quarters since.
Baker Avenue Asset Management's Stanley Black & Decker position peaked at $4.92M in Q4 2021.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.