Cornerstone Planning Group’s Stanley Black & Decker SWK Stock Holding History

Cornerstone Planning 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	$9.38K	Buy	122 +92	+307%	+$7.39K	﹤0.01%	913
2025 Q4	$2.38K	Sell	30 -178	-86%	-$12.5K	﹤0.01%	1160
2025 Q3	$23.3K	Buy	208 +165	+384%	+$12.1K	﹤0.01%	532
2025 Q2	$2.98K	Buy	43 +33	+330%	+$2.13K	﹤0.01%	848
2025 Q1	$591	Sell	10 -21	-68%	-$1.77K	﹤0.01%	1254
2024 Q4	$2.8K	Sell	31 -17	-35%	-$1.58K	﹤0.01%	703
2024 Q3	$4.51K	Buy	48 +4	+9%	+$384	﹤0.01%	585
2024 Q2	$4.21K	Hold	44	–	–	﹤0.01%	613
2024 Q1	$3.78K	Buy	44 +17	+63%	+$1.57K	﹤0.01%	562
2023 Q4	$2.65K	Hold	27	–	–	﹤0.01%	591
2023 Q3	$2.26K	Hold	27	–	–	﹤0.01%	631
2023 Q2	$2.53K	Buy	+27	New	+$2.23K	﹤0.01%	1092
2022 Q4	$6.42K	Buy	+77	New	+$6.01K	﹤0.01%	783

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

Cornerstone Planning Group's SWK Position: Q1 2026 in Review

Cornerstone Planning Group increased its Stanley Black & Decker (SWK) stake by 307% in Q1 2026, buying an estimated $7.39K and bringing the position to 122 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Cornerstone Planning Group first reported a position in SWK in Q4 2022 and has held it in 13 quarters since. The position peaked at $23.3K in Q3 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Cornerstone Planning Group held 122 shares of Stanley Black & Decker worth $9.38K as of Q1 2026.
Cornerstone Planning Group bought 92 Stanley Black & Decker shares in Q1 2026, an estimated $7.39K.
Stanley Black & Decker made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #913 holding.
Cornerstone Planning Group first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Stanley Black & Decker position peaked at $23.3K in Q3 2025.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.