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

Golden State 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 Q1	$1.28K	Hold	18	–	–	﹤0.01%	1409
2025 Q4	$1.34K	Sell	18 -60	-77%	-$4.22K	﹤0.01%	1465
2025 Q3	$5.8K	Hold	78	–	–	﹤0.01%	1224
2025 Q2	$5.29K	Sell	78 -8	-9%	-$516	﹤0.01%	1219
2025 Q1	$6.61K	Buy	86 +60	+231%	+$5.06K	﹤0.01%	1105
2024 Q4	$2.09K	Buy	+26	New	+$2.41K	﹤0.01%	1249
2020 Q2	–	Sell	-262	Closed	-$26K	–	815
2020 Q1	$26K	Buy	+262	New	+$37.4K	0.01%	464
2019 Q4	–	Sell	-262	Closed	-$38K	–	825
2019 Q3	$38K	Hold	262	–	–	0.01%	487
2019 Q2	$37K	Sell	262 -50	-16%	-$7.04K	0.01%	516
2019 Q1	$42K	Buy	+312	New	+$40.7K	0.01%	491

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

Golden State Wealth Management's SWK Position: Q1 2026 in Review

Golden State Wealth Management held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 18 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Golden State Wealth Management first reported a position in SWK in Q1 2019 and has held it in 10 quarters since. The position peaked at $42K in Q1 2019. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Golden State Wealth Management held 18 shares of Stanley Black & Decker worth $1.28K as of Q1 2026.
Golden State Wealth Management left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1409 holding.
Golden State Wealth Management first reported a position in Stanley Black & Decker in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Stanley Black & Decker position peaked at $42K in Q1 2019.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.