Blue Chip Partners’s Stanley Black & Decker SWK Stock Holding History

Blue Chip Partners’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	$203K	Buy	+2,152	New	+$169K	0.01%	181
2020 Q3	–	Sell	-717	Closed	-$100K	–	142
2020 Q2	$100K	Buy	+717	New	+$86.5K	0.02%	131
2020 Q1	–	Sell	-710	Closed	-$118K	–	156
2019 Q4	$118K	Buy	710 +2	+0.3%	+$310	0.02%	150
2019 Q3	$102K	Buy	708 +2	+0.3%	+$283	0.02%	140
2019 Q2	$102K	Buy	+706	New	+$99.5K	0.02%	132
2018 Q4	–	Sell	-1,290	Closed	-$189K	–	155
2018 Q3	$189K	Sell	1,290 -334	-21%	-$47.5K	0.05%	113
2018 Q2	$216K	Sell	1,624 -26	-2%	-$3.74K	0.06%	112
2018 Q1	$253K	Sell	1,650 -78	-5%	-$12.7K	0.07%	118
2017 Q4	$293K	Buy	1,728 +6	+0.3%	+$982	0.09%	101
2017 Q3	$260K	Buy	1,722 +8	+0.5%	+$1.15K	0.08%	104
2017 Q2	$241K	Sell	1,714 -291	-15%	-$39.9K	0.08%	104
2017 Q1	$266K	Sell	2,005 -1,090	-35%	-$137K	0.1%	101
2016 Q4	$355K	Sell	3,095 -330	-10%	-$39.3K	0.14%	94
2016 Q3	$421K	Sell	3,425 -47	-1%	-$5.67K	0.19%	82
2016 Q2	$386K	Sell	3,472 -304	-8%	-$33.8K	0.17%	81
2016 Q1	$397K	Sell	3,776 -3,301	-47%	-$320K	0.19%	76
2015 Q4	$755K	Sell	7,077 -322	-4%	-$33.9K	0.39%	58
2015 Q3	$718K	Buy	7,399 +38	+0.5%	+$3.91K	0.46%	59
2015 Q2	$775K	Buy	7,361 +227	+3%	+$23.1K	0.5%	58
2015 Q1	$680K	Sell	7,134 -155	-2%	-$14.8K	0.46%	59
2014 Q4	$700K	Buy	+7,289	New	+$672K	0.49%	55

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

Blue Chip Partners's SWK Position: Q2 2026 in Review

Blue Chip Partners opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,152 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: Blue Chip Partners previously reported a position in SWK as recently as Q2 2020.

Blue Chip Partners first reported a position in SWK in Q4 2014 and has held it in 21 quarters since. The position peaked at $775K in Q2 2015. 775 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Blue Chip Partners held 2,152 shares of Stanley Black & Decker worth $203K as of Q2 2026.
Stanley Black & Decker was a new Blue Chip Partners position in Q2 2026.
Stanley Black & Decker made up 0.01% of Blue Chip Partners's portfolio in Q2 2026, its #181 holding.
Blue Chip Partners first reported a position in Stanley Black & Decker in Q4 2014 and has held it in 21 quarters since.
Blue Chip Partners's Stanley Black & Decker position peaked at $775K in Q2 2015.
775 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.