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

HB 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 		$533K Buy
7,496
+1,588
+27% +$128K ﹤0.01% 951
2025
Q4 		$439K Buy
5,908
+693
+13% +$48.8K ﹤0.01% 961
2025
Q3 		$388K Buy
5,215
+23
+0.4% +$1.69K ﹤0.01% 960
2025
Q2 		$352K Sell
5,192
-658
-11% -$42.5K ﹤0.01% 880
2025
Q1 		$450K Buy
5,850
+799
+16% +$67.3K ﹤0.01% 799
2024
Q4 		$406K Sell
5,051
-117
-2% -$10.8K ﹤0.01% 694
2024
Q3 		$569K Buy
5,168
+603
+13% +$57.9K 0.01% 547
2024
Q2 		$365K Buy
4,565
+50
+1% +$4.4K ﹤0.01% 640
2024
Q1 		$442K Buy
4,515
+1,824
+68% +$168K 0.01% 544
2023
Q4 		$264K Buy
2,691
+94
+4% +$8.28K ﹤0.01% 655
2023
Q3 		$217K Buy
+2,597
New +$241K ﹤0.01% 680

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HB Wealth Management increased its Stanley Black & Decker (SWK) stake by 27% in Q1 2026, buying an estimated $128K and bringing the position to 7,496 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

HB Wealth Management first reported a position in SWK in Q3 2023 and has held it in 11 quarters since. The position peaked at $569K in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • HB Wealth Management held 7,496 shares of Stanley Black & Decker worth $533K as of Q1 2026.
  • HB Wealth Management bought 1,588 Stanley Black & Decker shares in Q1 2026, an estimated $128K.
  • Stanley Black & Decker made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #951 holding.
  • HB Wealth Management first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Stanley Black & Decker position peaked at $569K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.