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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eads & Heald Wealth Management's SWK Position: Q2 2026 in Review

Eads & Heald Wealth Management opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,275 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #143 among its holdings. This is a return to the name: Eads & Heald Wealth Management previously reported a position in SWK as recently as Q2 2022.

Eads & Heald Wealth Management first reported a position in SWK in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.13M in Q4 2021. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Eads & Heald Wealth Management held 2,275 shares of Stanley Black & Decker worth $214K as of Q2 2026.
Stanley Black & Decker was a new Eads & Heald Wealth Management position in Q2 2026.
Stanley Black & Decker made up 0.1% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #143 holding.
Eads & Heald Wealth Management first reported a position in Stanley Black & Decker in Q4 2018 and has held it in 16 quarters since.
Eads & Heald Wealth Management's Stanley Black & Decker position peaked at $1.13M in Q4 2021.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.