GIM
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Goelzer Investment Management’s Stanley Black & Decker SWK Stock Holding History

Goelzer Investment 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 		$6.43M Sell
68,277
-2,993
-4% -$235K 0.28% 74
2026
Q1 		$5.06M Buy
71,270
+160
+0.2% +$12.9K 0.24% 84
2025
Q4 		$5.28M Sell
71,110
-1,741
-2% -$123K 0.25% 82
2025
Q3 		$5.42M Sell
72,851
-2,016
-3% -$148K 0.29% 81
2025
Q2 		$5.07M Buy
74,867
+25,254
+51% +$1.63M 0.28% 83
2025
Q1 		$3.81M Sell
49,613
-847
-2% -$71.4K 0.22% 97
2024
Q4 		$4.05M Sell
50,460
-1,718
-3% -$159K 0.24% 96
2024
Q3 		$5.75M Sell
52,178
-568
-1% -$54.5K 0.31% 74
2024
Q2 		$4.21M Sell
52,746
-730
-1% -$64.3K 0.24% 94
2024
Q1 		$5.24M Buy
53,476
+56
+0.1% +$5.16K 0.3% 77
2023
Q4 		$5.24M Sell
53,420
-910
-2% -$80.1K 0.34% 73
2023
Q3 		$4.54M Sell
54,330
-867
-2% -$80.3K 0.32% 71
2023
Q2 		$5.17M Buy
55,197
+812
+1% +$67.2K 0.44% 68
2023
Q1 		$4.38M Buy
54,385
+20,946
+63% +$1.76M 0.38% 79
2022
Q4 		$2.51M Sell
33,439
-4,692
-12% -$366K 0.22% 119
2022
Q3 		$2.87M Buy
38,131
+300
+0.8% +$28.9K 0.29% 101
2022
Q2 		$3.97M Buy
37,831
+2,829
+8% +$348K 0.38% 81
2022
Q1 		$4.89M Buy
35,002
+181
+0.5% +$29.9K 0.42% 73
2021
Q4 		$6.57M Buy
34,821
+245
+0.7% +$45.2K 0.54% 56
2021
Q3 		$6.06M Sell
34,576
-432
-1% -$84.2K 0.53% 56
2021
Q2 		$7.18M Buy
35,008
+782
+2% +$162K 0.6% 50
2021
Q1 		$6.83M Sell
34,226
-1,389
-4% -$252K 0.6% 50
2020
Q4 		$6.36M Sell
35,615
-1,014
-3% -$180K 0.59% 52
2020
Q3 		$5.94M Sell
36,629
-759
-2% -$118K 0.55% 54
2020
Q2 		$5.21M Sell
37,388
-929
-2% -$112K 0.5% 56
2020
Q1 		$3.83M Sell
38,317
-479
-1% -$68.4K 0.44% 69
2019
Q4 		$6.43M Buy
38,796
+1,014
+3% +$157K 0.55% 59
2019
Q3 		$5.46M Buy
37,782
+376
+1% +$53.1K 0.5% 63
2019
Q2 		$5.41M Buy
37,406
+721
+2% +$102K 0.5% 66
2019
Q1 		$5M Buy
36,685
+1,331
+4% +$174K 0.47% 67
2018
Q4 		$4.23M Buy
35,354
+1,077
+3% +$134K 0.54% 72
2018
Q3 		$5.02M Sell
34,277
-102
-0.3% -$14.5K 0.56% 74
2018
Q2 		$4.57M Buy
34,379
+769
+2% +$111K 0.53% 80
2018
Q1 		$5.15M Sell
33,610
-1,285
-4% -$209K 0.62% 64
2017
Q4 		$5.92M Sell
34,895
-442
-1% -$72.3K 0.67% 54
2017
Q3 		$5.33M Sell
35,337
-320
-0.9% -$46K 0.63% 59
2017
Q2 		$5.02M Sell
35,657
-1,081
-3% -$148K 0.62% 62
2017
Q1 		$4.88M Sell
36,738
-137
-0.4% -$17.2K 0.61% 60
2016
Q4 		$4.23M Buy
36,875
+256
+0.7% +$30.5K 0.55% 75
2016
Q3 		$4.5M Sell
36,619
-327
-0.9% -$39.5K 0.61% 57
2016
Q2 		$4.11M Buy
36,946
+23
+0.1% +$2.56K 0.57% 65
2016
Q1 		$3.88M Buy
36,923
+1,768
+5% +$172K 0.55% 72
2015
Q4 		$3.75M Buy
35,155
+1,240
+4% +$131K 0.55% 71
2015
Q3 		$3.29M Buy
33,915
+365
+1% +$37.6K 0.52% 78
2015
Q2 		$3.53M Buy
33,550
+294
+0.9% +$30K 0.53% 82
2015
Q1 		$3.17M Buy
33,256
+789
+2% +$75.5K 0.48% 95
2014
Q4 		$3.12M Buy
32,467
+220
+0.7% +$20.3K 0.47% 100
2014
Q3 		$2.86M Sell
32,247
-50
-0.2% -$4.47K 0.48% 100
2014
Q2 		$2.84M Buy
32,297
+1,452
+5% +$124K 0.47% 102
2014
Q1 		$2.51M Buy
30,845
+1,070
+4% +$85.8K 0.45% 101
2013
Q4 		$2.4M Buy
29,775
+1,620
+6% +$133K 0.44% 103
2013
Q3 		$2.55M Sell
28,155
-28,935
-51% -$2.48M 0.52% 94
2013
Q2 		$4.41M Buy
+57,090
New +$4.47M 0.47% 100

Other funds holding SWK

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Goelzer Investment Management's SWK Position: Q2 2026 in Review

Goelzer Investment Management reduced its Stanley Black & Decker (SWK) stake by 4.2% in Q2 2026, selling an estimated $235K and leaving 68,277 shares worth $6.43M. The position accounts for 0.28% of the portfolio, ranked #74.

Goelzer Investment Management first reported a position in SWK in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.18M in Q2 2021. 125 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Goelzer Investment Management held 68,277 shares of Stanley Black & Decker worth $6.43M as of Q2 2026.
  • Goelzer Investment Management sold 2,993 Stanley Black & Decker shares in Q2 2026, an estimated $235K.
  • Stanley Black & Decker made up 0.28% of Goelzer Investment Management's portfolio in Q2 2026, its #74 holding.
  • Goelzer Investment Management first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Stanley Black & Decker position peaked at $7.18M in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.