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

Greenline 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 		– Sell
-25
Closed -$1.86K – 464
2025
Q4 		$1.86K Buy
+25
New +$1.76K ﹤0.01% 480

Other funds holding SWK

Capital Research Global Investors
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Greenline Wealth Management's SWK Position: Q1 2026 in Review

Greenline Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 25 shares — an estimated $1.86K sold.

Greenline Wealth Management first reported a position in SWK in Q4 2025 and held it in 1 quarter. The position peaked at $1.86K in Q4 2025. 720 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Greenline Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 25 Stanley Black & Decker shares in Q1 2026, an estimated $1.86K.
  • Greenline Wealth Management first reported a position in Stanley Black & Decker in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Stanley Black & Decker position peaked at $1.86K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.