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

Bay Harbor 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	$1.42K	Buy	20 +6	+43%	+$482	﹤0.01%	649
2025 Q4	$1.04K	Buy	14 +8	+133%	+$563	﹤0.01%	631
2025 Q3	$445	Hold	6	–	–	﹤0.01%	773
2025 Q2	$406	Buy	6 +1	+20%	+$65	﹤0.01%	714
2025 Q1	$384	Buy	+5	New	+$421	﹤0.01%	493
2022 Q4	–	Sell	-807	Closed	-$61K	–	205
2022 Q3	$61K	Buy	+807	New	+$77.6K	0.03%	85
2021 Q1	–	Sell	-807	Closed	-$144K	–	394
2020 Q4	$144K	Hold	807	–	–	0.07%	85
2020 Q3	$131K	Hold	807	–	–	0.07%	106
2020 Q2	$112K	Hold	807	–	–	0.06%	114
2020 Q1	$81K	Hold	807	–	–	0.05%	112
2019 Q4	$134K	Hold	807	–	–	0.07%	110
2019 Q3	$112K	Hold	807	–	–	0.07%	113
2019 Q2	$117K	Buy	+807	New	+$114K	0.07%	113

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

Bay Harbor Wealth Management's SWK Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Stanley Black & Decker (SWK) stake by 43% in Q1 2026, buying an estimated $482 and bringing the position to 20 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Bay Harbor Wealth Management first reported a position in SWK in Q2 2019 and has held it in 13 quarters since. The position peaked at $144K in Q4 2020. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Bay Harbor Wealth Management held 20 shares of Stanley Black & Decker worth $1.42K as of Q1 2026.
Bay Harbor Wealth Management bought 6 Stanley Black & Decker shares in Q1 2026, an estimated $482.
Stanley Black & Decker made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #649 holding.
Bay Harbor Wealth Management first reported a position in Stanley Black & Decker in Q2 2019 and has held it in 13 quarters since.
Bay Harbor Wealth Management's Stanley Black & Decker position peaked at $144K in Q4 2020.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.