Forvis Mazars Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $322K | Sell |
4,537
-5
| -0.1% | -$402 | 0.01% | 347 |
|
|
2025
Q4 | $337K | Hold |
4,542
| – | – | 0.01% | 337 |
|
|
2025
Q3 | $338K | Sell |
4,542
-11
| -0.2% | -$807 | 0.01% | 338 |
|
|
2025
Q2 | $308K | Sell |
4,553
-889
| -16% | -$57.4K | 0.01% | 349 |
|
|
2025
Q1 | $418K | Sell |
5,442
-565
| -9% | -$47.6K | 0.01% | 308 |
|
|
2024
Q4 | $482K | Hold |
6,007
| – | – | 0.01% | 311 |
|
|
2024
Q3 | $662K | Buy |
6,007
+560
| +10% | +$53.7K | 0.02% | 274 |
|
|
2024
Q2 | $435K | Sell |
5,447
-54
| -1% | -$4.75K | 0.01% | 310 |
|
|
2024
Q1 | $539K | Sell |
5,501
-51
| -0.9% | -$4.7K | 0.01% | 278 |
|
|
2023
Q4 | $545K | Sell |
5,552
-240
| -4% | -$21.1K | 0.02% | 264 |
|
|
2023
Q3 | $484K | Sell |
5,792
-548
| -9% | -$50.8K | 0.01% | 278 |
|
|
2023
Q2 | $594K | Buy |
+6,340
| New | +$525K | 0.02% | 268 |
|
|
2022
Q4 | – | Sell |
-6,963
| Closed | -$524K | – | 400 |
|
|
2022
Q3 | $524K | Buy |
6,963
+2,342
| +51% | +$225K | 0.02% | 251 |
|
|
2022
Q2 | $485K | Sell |
4,621
-47
| -1% | -$5.78K | 0.02% | 256 |
|
|
2022
Q1 | $653K | Buy |
4,668
+392
| +9% | +$64.7K | 0.03% | 170 |
|
|
2021
Q4 | $806K | Buy |
4,276
+654
| +18% | +$121K | 0.03% | 151 |
|
|
2021
Q3 | $635K | Buy |
3,622
+106
| +3% | +$20.7K | 0.03% | 157 |
|
|
2021
Q2 | $721K | Buy |
3,516
+210
| +6% | +$43.5K | 0.03% | 146 |
|
|
2021
Q1 | $660K | Sell |
3,306
-205
| -6% | -$37.2K | 0.03% | 149 |
|
|
2020
Q4 | $627K | Buy |
3,511
+428
| +14% | +$75.9K | 0.03% | 188 |
|
|
2020
Q3 | $500K | Buy |
3,083
+539
| +21% | +$83.9K | 0.03% | 208 |
|
|
2020
Q2 | $355K | Buy |
+2,544
| New | +$307K | 0.02% | 232 |
|
|
2018
Q2 | – | Sell |
-3,347
| Closed | -$513K | – | 244 |
|
|
2018
Q1 | $513K | Buy |
3,347
+78
| +2% | +$12.7K | 0.05% | 139 |
|
|
2017
Q4 | $555K | Buy |
3,269
+384
| +13% | +$62.9K | 0.06% | 139 |
|
|
2017
Q3 | $436K | Sell |
2,885
-45
| -2% | -$6.47K | 0.05% | 146 |
|
|
2017
Q2 | $412K | Buy |
2,930
+26
| +0.9% | +$3.57K | 0.05% | 149 |
|
|
2017
Q1 | $386K | Buy |
2,904
+296
| +11% | +$37.1K | 0.05% | 146 |
|
|
2016
Q4 | $299K | Buy |
2,608
+6
| +0.2% | +$715 | 0.04% | 159 |
|
|
2016
Q3 | $320K | Buy |
2,602
+82
| +3% | +$9.9K | 0.04% | 140 |
|
|
2016
Q2 | $280K | Sell |
2,520
-14
| -0.6% | -$1.56K | 0.04% | 148 |
|
|
2016
Q1 | $267K | Buy |
2,534
+24
| +1% | +$2.33K | 0.04% | 152 |
|
|
2015
Q4 | $268K | Sell |
2,510
-376
| -13% | -$39.6K | 0.04% | 154 |
|
|
2015
Q3 | $280K | Buy |
+2,886
| New | +$297K | 0.05% | 143 |
|
Other funds holding SWK
VCM
VPM
Forvis Mazars Wealth Advisors's SWK Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its Stanley Black & Decker (SWK) stake by 0.11% in Q1 2026, selling an estimated $402 and leaving 4,537 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #347.
Forvis Mazars Wealth Advisors first reported a position in SWK in Q3 2015 and has held it in 33 quarters since. The position peaked at $806K in Q4 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.
- Forvis Mazars Wealth Advisors held 4,537 shares of Stanley Black & Decker worth $322K as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 5 Stanley Black & Decker shares in Q1 2026, an estimated $402.
- Stanley Black & Decker made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #347 holding.
- Forvis Mazars Wealth Advisors first reported a position in Stanley Black & Decker in Q3 2015 and has held it in 33 quarters since.
- Forvis Mazars Wealth Advisors's Stanley Black & Decker position peaked at $806K in Q4 2021.
- 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.