Creative Planning’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.03M | Buy |
56,736
+26,155
| +86% | +$2.1M | ﹤0.01% | 1350 |
|
|
2025
Q4 | $2.27M | Buy |
30,581
+3,690
| +14% | +$260K | ﹤0.01% | 1629 |
|
|
2025
Q3 | $2M | Buy |
26,891
+5,027
| +23% | +$369K | ﹤0.01% | 1548 |
|
|
2025
Q2 | $1.48M | Sell |
21,864
-2,613
| -11% | -$169K | ﹤0.01% | 1547 |
|
|
2025
Q1 | $1.88M | Sell |
24,477
-1,769
| -7% | -$149K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $2.11M | Sell |
26,246
-10,097
| -28% | -$936K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $4M | Buy |
36,343
+11,085
| +44% | +$1.06M | ﹤0.01% | 727 |
|
|
2024
Q2 | $2.02M | Buy |
25,258
+2,837
| +13% | +$250K | ﹤0.01% | 981 |
|
|
2024
Q1 | $2.2M | Sell |
22,421
-19,303
| -46% | -$1.78M | ﹤0.01% | 927 |
|
|
2023
Q4 | $4.09M | Buy |
41,724
+1,742
| +4% | +$153K | 0.01% | 622 |
|
|
2023
Q3 | $3.34M | Buy |
39,982
+19,322
| +94% | +$1.79M | ﹤0.01% | 654 |
|
|
2023
Q2 | $1.94M | Sell |
20,660
-1,221
| -6% | -$101K | ﹤0.01% | 830 |
|
|
2023
Q1 | $1.76M | Buy |
21,881
+2,542
| +13% | +$214K | ﹤0.01% | 824 |
|
|
2022
Q4 | $1.45M | Sell |
19,339
-603
| -3% | -$47.1K | ﹤0.01% | 859 |
|
|
2022
Q3 | $1.5M | Sell |
19,942
-264
| -1% | -$25.4K | ﹤0.01% | 790 |
|
|
2022
Q2 | $2.12M | Buy |
20,206
+711
| +4% | +$87.5K | ﹤0.01% | 698 |
|
|
2022
Q1 | $2.73M | Buy |
19,495
+130
| +0.7% | +$21.5K | ﹤0.01% | 624 |
|
|
2021
Q4 | $3.65M | Sell |
19,365
-343
| -2% | -$63.3K | 0.01% | 504 |
|
|
2021
Q3 | $3.46M | Buy |
19,708
+747
| +4% | +$146K | 0.01% | 516 |
|
|
2021
Q2 | $3.89M | Sell |
18,961
-2,049
| -10% | -$425K | 0.01% | 476 |
|
|
2021
Q1 | $4.2M | Buy |
21,010
+490
| +2% | +$88.8K | 0.01% | 458 |
|
|
2020
Q4 | $3.66M | Buy |
20,520
+267
| +1% | +$47.3K | 0.01% | 454 |
|
|
2020
Q3 | $3.29M | Sell |
20,253
-181
| -0.9% | -$28.2K | 0.01% | 410 |
|
|
2020
Q2 | $2.85M | Sell |
20,434
-63
| -0.3% | -$7.6K | 0.01% | 396 |
|
|
2020
Q1 | $2.05M | Sell |
20,497
-2,124
| -9% | -$303K | 0.01% | 431 |
|
|
2019
Q4 | $3.75M | Sell |
22,621
-250
| -1% | -$38.7K | 0.01% | 349 |
|
|
2019
Q3 | $3.3M | Buy |
22,871
+531
| +2% | +$75K | 0.01% | 371 |
|
|
2019
Q2 | $3.23M | Buy |
22,340
+316
| +1% | +$44.5K | 0.01% | 376 |
|
|
2019
Q1 | $3M | Sell |
22,024
-337
| -2% | -$44K | 0.01% | 367 |
|
|
2018
Q4 | $2.68M | Buy |
22,361
+176
| +0.8% | +$22K | 0.01% | 364 |
|
|
2018
Q3 | $3.25M | Buy |
22,185
+93
| +0.4% | +$13.2K | 0.01% | 364 |
|
|
2018
Q2 | $2.93M | Buy |
22,092
+23
| +0.1% | +$3.31K | 0.01% | 381 |
|
|
2018
Q1 | $3.38M | Buy |
22,069
+482
| +2% | +$78.2K | 0.01% | 333 |
|
|
2017
Q4 | $3.66M | Buy |
21,587
+543
| +3% | +$88.9K | 0.02% | 310 |
|
|
2017
Q3 | $3.18M | Sell |
21,044
-624
| -3% | -$89.7K | 0.01% | 330 |
|
|
2017
Q2 | $3.05M | Sell |
21,668
-4,730
| -18% | -$649K | 0.02% | 321 |
|
|
2017
Q1 | $3.51M | Sell |
26,398
-1,043
| -4% | -$131K | 0.02% | 281 |
|
|
2016
Q4 | $3.15M | Sell |
27,441
-44
| -0.2% | -$5.24K | 0.02% | 292 |
|
|
2016
Q3 | $3.38M | Buy |
27,485
+8,022
| +41% | +$968K | 0.02% | 266 |
|
|
2016
Q2 | $2.17M | Buy |
19,463
+6,813
| +54% | +$758K | 0.02% | 316 |
|
|
2016
Q1 | $1.33M | Sell |
12,650
-606
| -5% | -$58.8K | 0.01% | 417 |
|
|
2015
Q4 | $1.42M | Buy |
13,256
+681
| +5% | +$71.8K | 0.01% | 397 |
|
|
2015
Q3 | $1.22M | Sell |
12,575
-333
| -3% | -$34.3K | 0.01% | 429 |
|
|
2015
Q2 | $1.36M | Buy |
12,908
+519
| +4% | +$52.9K | 0.01% | 389 |
|
|
2015
Q1 | $1.18M | Buy |
12,389
+757
| +7% | +$72.5K | 0.01% | 409 |
|
|
2014
Q4 | $1.12M | Sell |
11,632
-372
| -3% | -$34.3K | 0.01% | 418 |
|
|
2014
Q3 | $1.07M | Buy |
12,004
+1,246
| +12% | +$111K | 0.01% | 382 |
|
|
2014
Q2 | $945K | Buy |
10,758
+736
| +7% | +$62.7K | 0.01% | 405 |
|
|
2014
Q1 | $814K | Buy |
10,022
+1,028
| +11% | +$82.4K | 0.01% | 434 |
|
|
2013
Q4 | $726K | Sell |
8,994
-77
| -0.8% | -$6.3K | 0.01% | 400 |
|
|
2013
Q3 | $822K | Sell |
9,071
-193
| -2% | -$16.5K | 0.02% | 312 |
|
|
2013
Q2 | $716K | Buy |
+9,264
| New | +$726K | 0.02% | 306 |
|
Other funds holding SWK
VCM
VPM
Creative Planning's SWK Position: Q1 2026 in Review
Creative Planning increased its Stanley Black & Decker (SWK) stake by 86% in Q1 2026, buying an estimated $2.1M and bringing the position to 56,736 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.
Creative Planning first reported a position in SWK in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.2M in Q1 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.
- Creative Planning held 56,736 shares of Stanley Black & Decker worth $4.03M as of Q1 2026.
- Creative Planning bought 26,155 Stanley Black & Decker shares in Q1 2026, an estimated $2.1M.
- Stanley Black & Decker made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1350 holding.
- Creative Planning first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Stanley Black & Decker position peaked at $4.2M in Q1 2021.
- 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.