Forum Financial Management’s Stanley Black & Decker SWK Stock Holding History

Forum Financial 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 Q1	–	Sell	-3,259	Closed	-$242K	–	906
2025 Q4	$242K	Buy	3,259 +2	+0.1%	+$141	﹤0.01%	860
2025 Q3	$242K	Sell	3,257 -1,752	-35%	-$128K	﹤0.01%	856
2025 Q2	$339K	Buy	5,009 +178	+4%	+$11.5K	0.01%	597
2025 Q1	$371K	Buy	4,831 +17	+0.4%	+$1.43K	0.01%	484
2024 Q4	$387K	Buy	4,814 +2,253	+88%	+$209K	0.01%	492
2024 Q3	$282K	Buy	+2,561	New	+$246K	﹤0.01%	548
2022 Q2	–	Sell	-1,437	Closed	-$200K	–	645
2022 Q1	$200K	Buy	1,437 +25	+2%	+$4.13K	0.01%	572
2021 Q4	$266K	Buy	+1,412	New	+$261K	0.01%	474

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forum Financial Management's SWK Position: Q1 2026 in Review

Forum Financial Management sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 3,259 shares — an estimated $242K sold.

Forum Financial Management first reported a position in SWK in Q4 2021 and held it in 8 quarters. The position peaked at $387K in Q4 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Forum Financial Management reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,259 Stanley Black & Decker shares in Q1 2026, an estimated $242K.
Forum Financial Management first reported a position in Stanley Black & Decker in Q4 2021 and held it in 8 quarters.
Forum Financial Management's Stanley Black & Decker position peaked at $387K in Q4 2024.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.