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

HHM 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
2026
Q2 		$2.06K Hold
22
– – ﹤0.01% 808
2026
Q1 		$1.56K Hold
22
– – ﹤0.01% 815
2025
Q4 		$1.63K Hold
22
– – ﹤0.01% 779
2025
Q3 		$1.63K Hold
22
– – ﹤0.01% 793
2025
Q2 		$1.47K Buy
22
+1
+5% +$65 ﹤0.01% 790
2025
Q1 		$1.65K Hold
21
– – ﹤0.01% 778
2024
Q4 		$1.7K Buy
+21
New +$1.95K ﹤0.01% 774
2024
Q2 		– Sell
-60
Closed -$5.88K – 856
2024
Q1 		$5.88K Buy
+60
New +$5.53K ﹤0.01% 608
2023
Q2 		– Sell
-80
Closed -$6.45K – 853
2023
Q1 		$6.45K Buy
+80
New +$6.74K ﹤0.01% 598
2022
Q2 		– Sell
-100
Closed -$14K – 841
2022
Q1 		$14K Sell
100
-465
-82% -$76.8K ﹤0.01% 505
2021
Q4 		$107K Buy
+565
New +$104K 0.03% 212

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

HHM Wealth Advisors's SWK Position: Q2 2026 in Review

HHM Wealth Advisors held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 22 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

HHM Wealth Advisors first reported a position in SWK in Q4 2021 and has held it in 11 quarters since. The position peaked at $107K in Q4 2021. 125 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • HHM Wealth Advisors held 22 shares of Stanley Black & Decker worth $2.06K as of Q2 2026.
  • HHM Wealth Advisors left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #808 holding.
  • HHM Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 11 quarters since.
  • HHM Wealth Advisors's Stanley Black & Decker position peaked at $107K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.