Chicago Partners Investment Group’s Stanley Black & Decker SWK Stock Holding History

Chicago Partners Investment Group’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	$423K	Buy	+5,587	New	+$449K	0.01%	974
2025 Q1	–	Sell	-2,696	Closed	-$220K	–	989
2024 Q4	$220K	Buy	+2,696	New	+$250K	0.01%	785
2018 Q4	–	Sell	-101	Closed	-$11K	–	843
2018 Q3	$11K	Hold	101	–	–	﹤0.01%	800
2018 Q2	$13K	Hold	101	–	–	﹤0.01%	756
2018 Q1	$15K	Hold	101	–	–	﹤0.01%	700
2017 Q4	$17K	Sell	101 -26	-20%	-$4.26K	﹤0.01%	653
2017 Q3	$19K	Buy	+127	New	+$18.3K	﹤0.01%	641
2017 Q2	–	Sell	-127	Closed	-$17K	–	774
2017 Q1	$17K	Hold	127	–	–	﹤0.01%	418
2016 Q4	$15K	Hold	127	–	–	0.01%	404
2016 Q3	$16K	Hold	127	–	–	0.01%	381
2016 Q2	$14K	Hold	127	–	–	0.01%	340
2016 Q1	$13K	Hold	127	–	–	0.01%	329
2015 Q4	$14K	Hold	127	–	–	0.01%	374
2015 Q3	$12K	Hold	127	–	–	0.01%	323
2015 Q2	$13K	Buy	127 +1	+0.8%	+$102	0.01%	323
2015 Q1	$12K	Sell	126 -1	-0.8%	-$96	0.01%	335
2014 Q4	$12K	Buy	+127	New	+$11.7K	0.01%	350

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

Chicago Partners Investment Group's SWK Position: Q1 2026 in Review

Chicago Partners Investment Group opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 5,587 shares worth $423K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in SWK as recently as Q4 2024.

Chicago Partners Investment Group first reported a position in SWK in Q4 2014 and has held it in 17 quarters since. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Chicago Partners Investment Group held 5,587 shares of Stanley Black & Decker worth $423K as of Q1 2026.
Stanley Black & Decker was a new Chicago Partners Investment Group position in Q1 2026.
Stanley Black & Decker made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #974 holding.
Chicago Partners Investment Group first reported a position in Stanley Black & Decker in Q4 2014 and has held it in 17 quarters since.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.