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

Evermay 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	$24.2K	Buy	257 +131	+104%	+$10.3K	﹤0.01%	428
2026 Q1	$8.95K	Hold	126	–	–	﹤0.01%	471
2025 Q4	$9.36K	Hold	126	–	–	﹤0.01%	454
2025 Q3	$9.37K	Hold	126	–	–	﹤0.01%	450
2025 Q2	$8.54K	Hold	126	–	–	﹤0.01%	455
2025 Q1	$9.69K	Hold	126	–	–	﹤0.01%	448
2024 Q4	$10.1K	Hold	126	–	–	﹤0.01%	445
2024 Q3	$13.9K	Hold	126	–	–	﹤0.01%	429
2024 Q2	$10.1K	Hold	126	–	–	﹤0.01%	454
2024 Q1	$12.3K	Hold	126	–	–	﹤0.01%	450
2023 Q4	$12.4K	Hold	126	–	–	﹤0.01%	433
2023 Q3	$10.5K	Hold	126	–	–	﹤0.01%	422
2023 Q2	$11.8K	Hold	126	–	–	﹤0.01%	410
2023 Q1	$10.2K	Hold	126	–	–	﹤0.01%	418
2022 Q4	$9.46K	Hold	126	–	–	﹤0.01%	420
2022 Q3	$9K	Hold	126	–	–	﹤0.01%	412
2022 Q2	$13K	Hold	126	–	–	﹤0.01%	378
2022 Q1	$18K	Hold	126	–	–	﹤0.01%	374
2021 Q4	$24K	Hold	126	–	–	﹤0.01%	341
2021 Q3	$22K	Sell	126 -1,000	-89%	-$195K	﹤0.01%	329
2021 Q2	$231K	Hold	1,126	–	–	0.04%	162
2021 Q1	$225K	Hold	1,126	–	–	0.05%	161
2020 Q4	$201K	Buy	+1,126	New	+$200K	0.04%	169

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

Evermay Wealth Management's SWK Position: Q2 2026 in Review

Evermay Wealth Management increased its Stanley Black & Decker (SWK) stake by 104% in Q2 2026, buying an estimated $10.3K and bringing the position to 257 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Evermay Wealth Management first reported a position in SWK in Q4 2020 and has held it in 23 quarters since. The position peaked at $231K in Q2 2021. 774 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Evermay Wealth Management held 257 shares of Stanley Black & Decker worth $24.2K as of Q2 2026.
Evermay Wealth Management bought 131 Stanley Black & Decker shares in Q2 2026, an estimated $10.3K.
Stanley Black & Decker made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #428 holding.
Evermay Wealth Management first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 23 quarters since.
Evermay Wealth Management's Stanley Black & Decker position peaked at $231K in Q2 2021.
774 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.