Columbia Asset Management’s Stanley Black & Decker SWK Stock Holding History

Columbia Asset 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
2025 Q2	–	Sell	-1,945	Closed	-$150K	–	220
2025 Q1	$150K	Hold	1,945	–	–	0.03%	204
2024 Q4	$156K	Buy	+1,945	New	+$180K	0.03%	210
2024 Q2	–	Sell	-5,375	Closed	-$527K	–	176
2024 Q1	$527K	Hold	5,375	–	–	0.11%	113
2023 Q4	$527K	Sell	5,375 -3,450	-39%	-$304K	0.11%	113
2023 Q3	$738K	Sell	8,825 -700	-7%	-$64.9K	0.16%	92
2023 Q2	$893K	Buy	9,525 +1,180	+14%	+$97.7K	0.19%	84
2023 Q1	$672K	Buy	8,345 +1,455	+21%	+$123K	0.15%	98
2022 Q4	$518K	Buy	6,890 +1,935	+39%	+$151K	0.13%	105
2022 Q3	$373K	Buy	+4,955	New	+$477K	0.1%	125

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Columbia Asset Management's SWK Position: Q2 2025 in Review

Columbia Asset Management sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 1,945 shares — an estimated $150K sold.

Columbia Asset Management first reported a position in SWK in Q3 2022 and held it in 9 quarters. The position peaked at $893K in Q2 2023. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

Columbia Asset Management reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
Columbia Asset Management sold 1,945 Stanley Black & Decker shares in Q2 2025, an estimated $150K.
Columbia Asset Management first reported a position in Stanley Black & Decker in Q3 2022 and held it in 9 quarters.
Columbia Asset Management's Stanley Black & Decker position peaked at $893K in Q2 2023.
704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Columbia Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.