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Blue Trust Inc’s Stanley Black & Decker SWK Stock Holding History

Blue Trust Inc’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 		$14.2K Sell
200
-47
-19% -$3.77K ﹤0.01% 1742
2025
Q4 		$18.3K Sell
247
-475
-66% -$33.4K ﹤0.01% 1714
2025
Q3 		$53.7K Sell
722
-392
-35% -$28.7K ﹤0.01% 1382
2025
Q2 		$75.5K Buy
1,114
+204
+22% +$13.2K ﹤0.01% 1178
2025
Q1 		$70K Sell
910
-2,060
-69% -$174K ﹤0.01% 1164
2024
Q4 		$238K Sell
2,970
-296
-9% -$27.4K ﹤0.01% 582
2024
Q3 		$261K Buy
3,266
+823
+34% +$79K ﹤0.01% 740
2024
Q2 		$239K Buy
2,443
+104
+4% +$9.16K ﹤0.01% 642
2024
Q1 		$229K Sell
2,339
-58
-2% -$5.34K ﹤0.01% 458
2023
Q4 		$201K Buy
2,397
+15
+0.6% +$1.32K ﹤0.01% 448
2023
Q3 		$223K Sell
2,382
-43
-2% -$3.98K ﹤0.01% 408
2023
Q2 		$196K Sell
2,425
-93
-4% -$7.7K ﹤0.01% 366
2023
Q1 		$190K Buy
2,518
+113
+5% +$9.52K ﹤0.01% 561
2022
Q4 		$181K Buy
2,405
+169
+8% +$13.2K ﹤0.01% 488
2022
Q3 		$235K Buy
2,236
+1,315
+143% +$126K ﹤0.01% 321
2022
Q2 		$129K Buy
+921
New +$113K ﹤0.01% 424

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Trust Inc's SWK Position: Q1 2026 in Review

Blue Trust Inc reduced its Stanley Black & Decker (SWK) stake by 19% in Q1 2026, selling an estimated $3.77K and leaving 200 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Blue Trust Inc first reported a position in SWK in Q2 2022 and has held it in 16 quarters since. The position peaked at $261K in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Blue Trust Inc held 200 shares of Stanley Black & Decker worth $14.2K as of Q1 2026.
  • Blue Trust Inc sold 47 Stanley Black & Decker shares in Q1 2026, an estimated $3.77K.
  • Stanley Black & Decker made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1742 holding.
  • Blue Trust Inc first reported a position in Stanley Black & Decker in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Stanley Black & Decker position peaked at $261K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.