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Bogart Wealth LLC’s Stanley Black & Decker SWK Stock Holding History

Bogart Wealth LLC’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 		$47.1K Buy
501
+11
+2% +$862 ﹤0.01% 554
2026
Q1 		$34.8K Buy
490
+17
+4% +$1.37K ﹤0.01% 591
2025
Q4 		$35.2K Sell
473
-16
-3% -$1.13K ﹤0.01% 561
2025
Q3 		$36.4K Sell
489
-15
-3% -$1.1K ﹤0.01% 523
2025
Q2 		$34.1K Buy
504
+14
+3% +$904 ﹤0.01% 520
2025
Q1 		$37.7K Buy
490
+5
+1% +$421 ﹤0.01% 471
2024
Q4 		$38.9K Buy
485
+5
+1% +$464 ﹤0.01% 454
2024
Q3 		$52.9K Buy
480
+3
+0.6% +$288 ﹤0.01% 405
2024
Q2 		$38.1K Buy
477
+5
+1% +$440 ﹤0.01% 448
2024
Q1 		$46.2K Buy
472
+4
+0.9% +$369 ﹤0.01% 396
2023
Q4 		$45.9K Buy
468
+4
+0.9% +$352 ﹤0.01% 389
2023
Q3 		$38.8K Buy
464
+4
+0.9% +$371 ﹤0.01% 385
2023
Q2 		$43.1K Buy
460
+3
+0.7% +$248 ﹤0.01% 353
2023
Q1 		$36.8K Sell
457
-2
-0.4% -$168 ﹤0.01% 372
2022
Q4 		$34.4K Buy
459
+11
+2% +$858 ﹤0.01% 355
2022
Q3 		$34K Buy
448
+4
+0.9% +$385 ﹤0.01% 357
2022
Q2 		$47K Buy
444
+3
+0.7% +$369 ﹤0.01% 290
2022
Q1 		$62K Buy
441
+2
+0.5% +$330 0.01% 257
2021
Q4 		$83K Buy
439
+2
+0.5% +$369 0.01% 218
2021
Q3 		$77K Buy
437
+41
+10% +$8K 0.01% 213
2021
Q2 		$81K Sell
396
-289
-42% -$59.9K 0.01% 204
2021
Q1 		$137K Buy
685
+3
+0.4% +$544 0.02% 152
2020
Q4 		$121K Buy
682
+2
+0.3% +$355 0.02% 151
2020
Q3 		$110K Buy
680
+3
+0.4% +$467 0.02% 148
2020
Q2 		$94K Hold
677
– – 0.02% 141
2020
Q1 		$68K Buy
677
+5
+0.7% +$714 0.02% 153
2019
Q4 		$111K Buy
672
+3
+0.4% +$465 0.04% 135
2019
Q3 		$97K Buy
+669
New +$94.5K 0.05% 124

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

Bogart Wealth LLC's SWK Position: Q2 2026 in Review

Bogart Wealth LLC increased its Stanley Black & Decker (SWK) stake by 2.2% in Q2 2026, buying an estimated $862 and bringing the position to 501 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Bogart Wealth LLC first reported a position in SWK in Q3 2019 and has held it in 28 quarters since. The position peaked at $137K in Q1 2021. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Bogart Wealth LLC held 501 shares of Stanley Black & Decker worth $47.1K as of Q2 2026.
  • Bogart Wealth LLC bought 11 Stanley Black & Decker shares in Q2 2026, an estimated $862.
  • Stanley Black & Decker made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #554 holding.
  • Bogart Wealth LLC first reported a position in Stanley Black & Decker in Q3 2019 and has held it in 28 quarters since.
  • Bogart Wealth LLC's Stanley Black & Decker position peaked at $137K in Q1 2021.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.