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FSM Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

FSM Wealth Advisors’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
2025
Q4 		– Sell
-3,149
Closed -$234K – 331
2025
Q3 		$234K Sell
3,149
-112
-3% -$8.21K 0.03% 282
2025
Q2 		$226K Buy
+3,261
New +$210K 0.04% 254

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FSM Wealth Advisors's SWK Position: Q4 2025 in Review

FSM Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2025, closing a stake of 3,149 shares — an estimated $234K sold.

FSM Wealth Advisors first reported a position in SWK in Q2 2025 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 716 funds tracked by Wall St. Rank hold SWK as of Q4 2025.

  • FSM Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 3,149 Stanley Black & Decker shares in Q4 2025, an estimated $234K.
  • FSM Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2025 and held it in 2 quarters.
  • FSM Wealth Advisors's Stanley Black & Decker position peaked at $234K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2025.

Based on FSM Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.