Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Stanley Black & Decker SWK Stock Holding History

Carson Wealth (CWM 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
Q1 		$3.13M Buy
44,090
+26,577
+152% +$2.13M 0.01% 1012
2025
Q4 		$1.3M Buy
17,513
+10,070
+135% +$709K ﹤0.01% 1354
2025
Q3 		$553K Buy
7,443
+452
+6% +$33.1K ﹤0.01% 1733
2025
Q2 		$474K Sell
6,991
-15,508
-69% -$1M ﹤0.01% 1621
2025
Q1 		$1.73M Buy
22,499
+368
+2% +$31K 0.01% 874
2024
Q4 		$1.78M Buy
22,131
+7,195
+48% +$667K 0.01% 828
2024
Q3 		$1.65M Buy
14,936
+8,283
+125% +$795K 0.01% 787
2024
Q2 		$531K Buy
6,653
+685
+11% +$60.3K ﹤0.01% 1169
2024
Q1 		$584K Buy
5,968
+234
+4% +$21.6K ﹤0.01% 1074
2023
Q4 		$563K Buy
5,734
+1,432
+33% +$126K ﹤0.01% 1019
2023
Q3 		$360K Buy
4,302
+54
+1% +$5K ﹤0.01% 1094
2023
Q2 		$398K Buy
4,248
+522
+14% +$43.2K ﹤0.01% 1010
2023
Q1 		$300K Sell
3,726
-663
-15% -$55.8K ﹤0.01% 1059
2022
Q4 		$330K Buy
4,389
+524
+14% +$40.9K ﹤0.01% 925
2022
Q3 		$291K Buy
3,865
+276
+8% +$26.6K ﹤0.01% 916
2022
Q2 		$376K Sell
3,589
-255
-7% -$31.4K ﹤0.01% 819
2022
Q1 		$537K Buy
3,844
+2,690
+233% +$444K ﹤0.01% 713
2021
Q4 		$218K Buy
+1,154
New +$213K ﹤0.01% 994
2021
Q2 		$280K Hold
1,366
– – ﹤0.01% 802
2021
Q1 		$280K Hold
1,366
– – ﹤0.01% 802
2020
Q4 		$280K Hold
1,366
– – ﹤0.01% 802
2020
Q3 		$280K Hold
1,366
– – ﹤0.01% 802
2020
Q2 		$280K Hold
1,366
– – ﹤0.01% 802
2020
Q1 		$280K Hold
1,366
– – ﹤0.01% 802
2019
Q4 		$280K Hold
1,366
– – ﹤0.01% 802
2019
Q3 		$280K Hold
1,366
– – ﹤0.01% 802
2019
Q2 		$280K Hold
1,366
– – ﹤0.01% 802
2019
Q1 		$280K Buy
1,366
+749
+121% +$97.7K ﹤0.01% 802
2018
Q4 		$74K Buy
617
+177
+40% +$22.1K ﹤0.01% 786
2018
Q3 		$64K Buy
440
+428
+3,567% +$60.9K ﹤0.01% 700
2018
Q2 		$2K Buy
+12
New +$1.73K ﹤0.01% 1424
2017
Q4 		– Sell
-13
Closed -$2K – 1576
2017
Q3 		$2K Buy
13
+3
+30% +$431 ﹤0.01% 1308
2017
Q2 		$1K Sell
10
-24
-71% -$3.29K ﹤0.01% 1140
2017
Q1 		$5K Sell
34
-101
-75% -$12.7K ﹤0.01% 875
2016
Q4 		$15K Buy
135
+101
+297% +$12K ﹤0.01% 656
2016
Q3 		$4K Sell
34
-13
-28% -$1.57K ﹤0.01% 852
2016
Q2 		$5K Buy
47
+2
+4% +$222 ﹤0.01% 636
2016
Q1 		$5K Sell
45
-319
-88% -$31K ﹤0.01% 603
2015
Q4 		$39K Sell
364
-46,808
-99% -$4.93M ﹤0.01% 343
2015
Q3 		$4.58M Sell
47,172
-35,030
-43% -$3.61M 0.46% 78
2015
Q2 		$8.65M Sell
82,202
-1,864
-2% -$190K 0.83% 44
2015
Q1 		$8.02M Sell
84,066
-211
-0.3% -$20.2K 0.81% 43
2014
Q4 		$8.1M Buy
84,277
+4,373
+5% +$403K 0.98% 30
2014
Q3 		$7.09M Buy
79,904
+16,234
+25% +$1.45M 1.03% 30
2014
Q2 		$5.59M Sell
63,670
-64,334
-50% -$5.48M 1% 32
2014
Q1 		$10.4M Buy
128,004
+43,870
+52% +$3.52M 1.42% 17
2013
Q4 		$6.78M Buy
84,134
+3,503
+4% +$287K 1.06% 24
2013
Q3 		$7.3M Buy
+80,631
New +$6.91M 1.92% 11

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

Carson Wealth (CWM LLC)'s SWK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Stanley Black & Decker (SWK) stake by 152% in Q1 2026, buying an estimated $2.13M and bringing the position to 44,090 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #1012.

Carson Wealth (CWM LLC) first reported a position in SWK in Q3 2013 and has held it in 48 quarters since. The position peaked at $10.4M in Q1 2014. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 44,090 shares of Stanley Black & Decker worth $3.13M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 26,577 Stanley Black & Decker shares in Q1 2026, an estimated $2.13M.
  • Stanley Black & Decker made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1012 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stanley Black & Decker in Q3 2013 and has held it in 48 quarters since.
  • Carson Wealth (CWM LLC)'s Stanley Black & Decker position peaked at $10.4M in Q1 2014.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.