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
2014
Q1 		– Sell
-30
Closed -$5K – 443
2013
Q4 		$5K Buy
+30
New +$2.46K ﹤0.01% 522

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BlackRock
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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.