Cherry Tree Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Cherry Tree Wealth Management’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	$178	Hold	3	–	–	﹤0.01%	578
2025 Q4	$186	Hold	3	–	–	﹤0.01%	582
2025 Q3	$186	Hold	3	–	–	﹤0.01%	584
2025 Q2	$170	Hold	3	–	–	﹤0.01%	601
2025 Q1	$193	Hold	3	–	–	﹤0.01%	752
2024 Q4	$201	Hold	3	–	–	﹤0.01%	637
2024 Q3	$276	Hold	3	–	–	﹤0.01%	603
2024 Q2	$200	Hold	3	–	–	﹤0.01%	589
2024 Q1	$245	Hold	3	–	–	﹤0.01%	587
2023 Q4	$246	Hold	3	–	–	﹤0.01%	583
2023 Q3	$209	Hold	3	–	–	﹤0.01%	577
2023 Q2	$235	Buy	+3	New	+$248	﹤0.01%	589

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

Cherry Tree Wealth Management's SWK Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 3 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Cherry Tree Wealth Management first reported a position in SWK in Q2 2023 and has held it in 12 quarters since. The position peaked at $276 in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Cherry Tree Wealth Management held 3 shares of Stanley Black & Decker worth $178 as of Q1 2026.
Cherry Tree Wealth Management left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #578 holding.
Cherry Tree Wealth Management first reported a position in Stanley Black & Decker in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Stanley Black & Decker position peaked at $276 in Q3 2024.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.