Evergreen Capital Management’s Stanley Black & Decker SWK Stock Holding History

Evergreen Capital 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	$219K	Sell	2,327 -2,397	-51%	-$188K	﹤0.01%	1412
2026 Q1	$336K	Buy	4,724 +310	+7%	+$24.9K	0.01%	1040
2025 Q4	$328K	Buy	+4,414	New	+$311K	0.01%	984
2024 Q1	–	Sell	-64,126	Closed	-$6.29M	–	925
2023 Q4	$6.29M	Sell	64,126 -5,361	-8%	-$472K	0.26%	115
2023 Q3	$5.81M	Buy	69,487 +641	+0.9%	+$59.4K	0.25%	122
2023 Q2	$6.45M	Sell	68,846 -44,532	-39%	-$3.69M	0.27%	113
2023 Q1	$9.14M	Sell	113,378 -234	-0.2%	-$19.7K	0.41%	69
2022 Q4	$8.53M	Buy	113,612 +67,144	+144%	+$5.24M	0.4%	73
2022 Q3	$3.5M	Buy	+46,468	New	+$4.47M	0.18%	145

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

Evergreen Capital Management's SWK Position: Q2 2026 in Review

Evergreen Capital Management reduced its Stanley Black & Decker (SWK) stake by 51% in Q2 2026, selling an estimated $188K and leaving 2,327 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Evergreen Capital Management first reported a position in SWK in Q3 2022 and has held it in 9 quarters since. The position peaked at $9.14M in Q1 2023. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Evergreen Capital Management held 2,327 shares of Stanley Black & Decker worth $219K as of Q2 2026.
Evergreen Capital Management sold 2,397 Stanley Black & Decker shares in Q2 2026, an estimated $188K.
Stanley Black & Decker made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1412 holding.
Evergreen Capital Management first reported a position in Stanley Black & Decker in Q3 2022 and has held it in 9 quarters since.
Evergreen Capital Management's Stanley Black & Decker position peaked at $9.14M in Q1 2023.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.