Eads & Heald Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Eads & Heald Wealth 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
2026 Q3	$200K	Sell	2,260 -15	-0.7%	-$1.41K	0.1%	147
2026 Q2	$214K	Buy	+2,275	New	+$178K	0.1%	143
2022 Q3	–	Sell	-3,506	Closed	-$368K	–	151
2022 Q2	$368K	Sell	3,506 -2,197	-39%	-$270K	0.2%	118
2022 Q1	$797K	Sell	5,703 -278	-5%	-$45.9K	0.37%	101
2021 Q4	$1.13M	Buy	5,981 +997	+20%	+$184K	0.49%	89
2021 Q3	$874K	Sell	4,984 -25	-0.5%	-$4.88K	0.42%	92
2021 Q2	$1.03M	Sell	5,009 -26	-0.5%	-$5.39K	0.5%	85
2021 Q1	$1M	Sell	5,035 -178	-3%	-$32.3K	0.52%	83
2020 Q4	$931K	Sell	5,213 -5	-0.1%	-$887	0.5%	84
2020 Q3	$846K	Buy	5,218 +218	+4%	+$33.9K	0.51%	82
2020 Q2	$697K	Sell	5,000 -15	-0.3%	-$1.81K	0.42%	89
2020 Q1	$501K	Sell	5,015 -572	-10%	-$81.7K	0.35%	94
2019 Q4	$926K	Buy	5,587 +28	+0.5%	+$4.34K	0.49%	87
2019 Q3	$803K	Buy	5,559 +210	+4%	+$29.7K	0.45%	90
2019 Q2	$774K	Sell	5,349 -145	-3%	-$20.4K	0.44%	91
2019 Q1	$748K	Buy	5,494 +344	+7%	+$44.9K	0.43%	93
2018 Q4	$617K	Buy	+5,150	New	+$643K	0.41%	94

Other funds holding SWK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eads & Heald Wealth Management's SWK Position: Q3 2026 in Review

Eads & Heald Wealth Management reduced its Stanley Black & Decker (SWK) stake by 0.66% in Q3 2026, selling an estimated $1.41K and leaving 2,260 shares worth $200K. The position accounts for 0.1% of the portfolio, ranked #147.

Eads & Heald Wealth Management first reported a position in SWK in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.13M in Q4 2021. 409 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Eads & Heald Wealth Management held 2,260 shares of Stanley Black & Decker worth $200K as of Q3 2026.
Eads & Heald Wealth Management sold 15 Stanley Black & Decker shares in Q3 2026, an estimated $1.41K.
Stanley Black & Decker made up 0.1% of Eads & Heald Wealth Management's portfolio in Q3 2026, its #147 holding.
Eads & Heald Wealth Management first reported a position in Stanley Black & Decker in Q4 2018 and has held it in 17 quarters since.
Eads & Heald Wealth Management's Stanley Black & Decker position peaked at $1.13M in Q4 2021.
409 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.