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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
Q2 		$10.4K Sell
116
-6
-5% -$470 ﹤0.01% 880
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Planning Group's SWK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Stanley Black & Decker (SWK) stake by 4.9% in Q2 2026, selling an estimated $470 and leaving 116 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Cornerstone Planning Group first reported a position in SWK in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.3K in Q3 2025. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Cornerstone Planning Group held 116 shares of Stanley Black & Decker worth $10.4K as of Q2 2026.
  • Cornerstone Planning Group sold 6 Stanley Black & Decker shares in Q2 2026, an estimated $470.
  • Stanley Black & Decker made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #880 holding.
  • Cornerstone Planning Group first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Stanley Black & Decker position peaked at $23.3K in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.