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Caldwell Trust’s Stanley Black & Decker SWK Stock Holding History

Caldwell Trust’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 		$6.04K Hold
85
– – ﹤0.01% 699
2025
Q4 		$6.31K Hold
85
– – ﹤0.01% 677
2025
Q3 		$6.32K Sell
85
-150
-64% -$11K ﹤0.01% 679
2025
Q2 		$15.9K Hold
235
– – ﹤0.01% 587
2025
Q1 		$18.1K Hold
235
– – ﹤0.01% 570
2024
Q4 		$18.9K Hold
235
– – ﹤0.01% 555
2024
Q3 		$25.9K Hold
235
– – ﹤0.01% 529
2024
Q2 		$18.8K Sell
235
-71
-23% -$6.25K ﹤0.01% 548
2024
Q1 		$30K Hold
306
– – ﹤0.01% 512
2023
Q4 		$30K Hold
306
– – ﹤0.01% 503
2023
Q3 		$25.6K Hold
306
– – ﹤0.01% 514
2023
Q2 		$28.7K Hold
306
– – ﹤0.01% 517
2023
Q1 		$24.7K Hold
306
– – ﹤0.01% 524
2022
Q4 		$23K Buy
306
+71
+30% +$5.54K ﹤0.01% 518
2022
Q3 		$17.7K Sell
235
-50
-18% -$4.81K ﹤0.01% 542
2022
Q2 		$29.9K Sell
285
-15
-5% -$1.84K ﹤0.01% 506
2022
Q1 		$41.9K Hold
300
– – 0.01% 486
2021
Q4 		$56.6K Sell
300
-25
-8% -$4.62K 0.01% 443
2021
Q3 		$57K Sell
325
-114
-26% -$22.2K 0.01% 433
2021
Q2 		$90K Hold
439
– – 0.01% 379
2021
Q1 		$87.7K Hold
439
– – 0.01% 365
2020
Q4 		$78.4K Buy
439
+89
+25% +$15.8K 0.01% 364
2020
Q3 		$56.8K Hold
350
– – 0.01% 392
2020
Q2 		$48.8K Sell
350
-50
-13% -$6.03K 0.01% 415
2020
Q1 		$40K Hold
400
– – 0.01% 440
2019
Q4 		$66.3K Buy
+400
New +$61.9K 0.01% 417

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

Caldwell Trust's SWK Position: Q1 2026 in Review

Caldwell Trust held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 85 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Caldwell Trust first reported a position in SWK in Q4 2019 and has held it in 26 quarters since. The position peaked at $90K in Q2 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Caldwell Trust held 85 shares of Stanley Black & Decker worth $6.04K as of Q1 2026.
  • Caldwell Trust left its Stanley Black & Decker share count unchanged in Q1 2026.
  • Stanley Black & Decker made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #699 holding.
  • Caldwell Trust first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Stanley Black & Decker position peaked at $90K in Q2 2021.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.