Center for Financial Planning’s Stanley Black & Decker SWK Stock Holding History

Center for Financial Planning’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	$164K	Hold	2,308	–	–	0.02%	185
2025 Q4	$171K	Hold	2,308	–	–	0.02%	183
2025 Q3	$172K	Hold	2,308	–	–	0.02%	178
2025 Q2	$156K	Hold	2,308	–	–	0.02%	180
2025 Q1	$177K	Hold	2,308	–	–	0.02%	163
2024 Q4	$185K	Hold	2,308	–	–	0.02%	158
2024 Q3	$254K	Sell	2,308 -826	-26%	-$79.3K	0.03%	134
2024 Q2	$250K	Hold	3,134	–	–	0.04%	134
2024 Q1	$307K	Buy	3,134 +11	+0.4%	+$1.01K	0.05%	119
2023 Q4	$306K	Hold	3,123	–	–	0.06%	114
2023 Q3	$261K	Hold	3,123	–	–	0.06%	116
2023 Q2	$293K	Hold	3,123	–	–	0.06%	110
2023 Q1	$252K	Hold	3,123	–	–	0.06%	120
2022 Q4	$235K	Hold	3,123	–	–	0.06%	120
2022 Q3	$235K	Hold	3,123	–	–	0.06%	109
2022 Q2	$327K	Sell	3,123 -4	-0.1%	-$492	0.08%	95
2022 Q1	$437K	Hold	3,127	–	–	0.09%	85
2021 Q4	$590K	Buy	3,127 +4	+0.1%	+$739	0.12%	75
2021 Q3	$547K	Hold	3,123	–	–	0.13%	73
2021 Q2	$640K	Hold	3,123	–	–	0.16%	70
2021 Q1	$624K	Hold	3,123	–	–	0.16%	69
2020 Q4	$558K	Hold	3,123	–	–	0.16%	67
2020 Q3	$507K	Hold	3,123	–	–	0.16%	66
2020 Q2	$435K	Sell	3,123 -57	-2%	-$6.88K	0.15%	68
2020 Q1	$318K	Buy	3,180 +57	+2%	+$8.14K	0.11%	80
2019 Q4	$518K	Buy	+3,123	New	+$484K	0.13%	71

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Center for Financial Planning's SWK Position: Q1 2026 in Review

Center for Financial Planning held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 2,308 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #185.

Center for Financial Planning first reported a position in SWK in Q4 2019 and has held it in 26 quarters since. The position peaked at $640K in Q2 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Center for Financial Planning held 2,308 shares of Stanley Black & Decker worth $164K as of Q1 2026.
Center for Financial Planning left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up 0.02% of Center for Financial Planning's portfolio in Q1 2026, its #185 holding.
Center for Financial Planning first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 26 quarters since.
Center for Financial Planning's Stanley Black & Decker position peaked at $640K in Q2 2021.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.