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Beacon Investment Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Beacon Investment Advisory Services’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 		$48K Hold
510
– – ﹤0.01% 442
2026
Q1 		$36.2K Buy
+510
New +$41K ﹤0.01% 479
2024
Q2 		– Sell
-2,055
Closed -$201K – 272
2024
Q1 		$201K Sell
2,055
-25
-1% -$2.3K 0.01% 257
2023
Q4 		$204K Buy
+2,080
New +$183K 0.01% 256
2022
Q3 		– Sell
-2,055
Closed -$215K – 291
2022
Q2 		$215K Hold
2,055
– – 0.01% 270
2022
Q1 		$287K Hold
2,055
– – 0.01% 256
2021
Q4 		$388K Hold
2,055
– – 0.02% 237
2021
Q3 		$360K Hold
2,055
– – 0.01% 235
2021
Q2 		$421K Hold
2,055
– – 0.02% 225
2021
Q1 		$410K Hold
2,055
– – 0.02% 222
2020
Q4 		$367K Sell
2,055
-62
-3% -$11K 0.02% 212
2020
Q3 		$343K Buy
2,117
+62
+3% +$9.65K 0.02% 195
2020
Q2 		$286K Hold
2,055
– – 0.02% 205
2020
Q1 		$206K Sell
2,055
-68
-3% -$9.71K 0.01% 223
2019
Q4 		$352K Hold
2,123
– – 0.02% 205
2019
Q3 		$307K Hold
2,123
– – 0.03% 197
2019
Q2 		$307K Hold
2,123
– – 0.03% 186
2019
Q1 		$289K Sell
2,123
-163
-7% -$21.3K 0.03% 196
2018
Q4 		$274K Hold
2,286
– – 0.03% 216
2018
Q3 		$335K Sell
2,286
-11
-0.5% -$1.56K 0.03% 208
2018
Q2 		$305K Buy
2,297
+11
+0.5% +$1.58K 0.03% 210
2018
Q1 		$350K Hold
2,286
– – 0.04% 193
2017
Q4 		$388K Sell
2,286
-32
-1% -$5.24K 0.04% 170
2017
Q3 		$350K Buy
+2,318
New +$333K 0.03% 214

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Investment Advisory Services's SWK Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 510 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Beacon Investment Advisory Services first reported a position in SWK in Q3 2017 and has held it in 24 quarters since. The position peaked at $421K in Q2 2021. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Beacon Investment Advisory Services held 510 shares of Stanley Black & Decker worth $48K as of Q2 2026.
  • Beacon Investment Advisory Services left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #442 holding.
  • Beacon Investment Advisory Services first reported a position in Stanley Black & Decker in Q3 2017 and has held it in 24 quarters since.
  • Beacon Investment Advisory Services's Stanley Black & Decker position peaked at $421K in Q2 2021.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.