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

Bartlett & Co 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 Q1	$580K	Buy	7,753 +14	+0.2%	+$1.13K	0.01%	326
2025 Q4	$575K	Sell	7,739 -34	-0.4%	-$2.39K	0.01%	318
2025 Q3	$578K	Buy	7,773 +70	+0.9%	+$5.13K	0.01%	315
2025 Q2	$522K	Sell	7,703 -1	-0%	-$65	0.01%	326
2025 Q1	$592K	Buy	7,704 +1	+0%	+$84	0.01%	305
2024 Q4	$618K	Hold	7,703	–	–	0.01%	300
2024 Q3	$848K	Hold	7,703	–	–	0.01%	275
2024 Q2	$615K	Hold	7,703	–	–	0.01%	297
2024 Q1	$754K	Hold	7,703	–	–	0.01%	293
2023 Q4	$763K	Hold	7,703	–	–	0.01%	305
2023 Q3	$644K	Hold	7,703	–	–	0.01%	308
2023 Q2	$722K	Hold	7,703	–	–	0.01%	304
2023 Q1	$621K	Hold	7,703	–	–	0.01%	266
2022 Q4	$579K	Sell	7,703 -17	-0.2%	-$1.33K	0.01%	273
2022 Q3	$581K	Hold	7,720	–	–	0.01%	262
2022 Q2	$810K	Hold	7,720	–	–	0.02%	235
2022 Q1	$1.08M	Hold	7,720	–	–	0.02%	225
2021 Q4	$1.46M	Buy	7,720 +6,252	+426%	+$1.15M	0.02%	203
2021 Q3	$257K	Sell	1,468 -12	-0.8%	-$2.34K	﹤0.01%	318
2021 Q2	$303K	Hold	1,480	–	–	0.01%	301
2021 Q1	$296K	Sell	1,480 -198	-12%	-$35.9K	0.01%	300
2020 Q4	$300K	Buy	1,678 +12	+0.7%	+$2.13K	0.01%	293
2020 Q3	$270K	Hold	1,666	–	–	0.01%	283
2020 Q2	$232K	Sell	1,666 -32	-2%	-$3.86K	0.01%	297
2020 Q1	$170K	Buy	1,698 +32	+2%	+$4.57K	0.01%	307
2019 Q4	$276K	Hold	1,666	–	–	0.01%	299
2019 Q3	$241K	Buy	1,666 +198	+13%	+$28K	0.01%	304
2019 Q2	$212K	Hold	1,468	–	–	0.01%	252
2019 Q1	$200K	Hold	1,468	–	–	0.01%	252
2018 Q4	$176K	Sell	1,468 -65	-4%	-$8.11K	0.01%	258
2018 Q3	$224K	Buy	1,533 +65	+4%	+$9.25K	0.01%	246
2018 Q2	$195K	Hold	1,468	–	–	0.01%	257
2018 Q1	$225K	Buy	+1,468	New	+$238K	0.01%	241

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's SWK Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Stanley Black & Decker (SWK) stake by 0.18% in Q1 2026, buying an estimated $1.13K and bringing the position to 7,753 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #326.

Bartlett & Co Wealth Management first reported a position in SWK in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.46M in Q4 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Bartlett & Co Wealth Management held 7,753 shares of Stanley Black & Decker worth $580K as of Q1 2026.
Bartlett & Co Wealth Management bought 14 Stanley Black & Decker shares in Q1 2026, an estimated $1.13K.
Stanley Black & Decker made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #326 holding.
Bartlett & Co Wealth Management first reported a position in Stanley Black & Decker in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's Stanley Black & Decker position peaked at $1.46M in Q4 2021.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.