HM Payson & Co’s Stanley Black & Decker SWK Stock Holding History

HM Payson & Co’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
2024 Q4	–	Sell	-5	Closed	-$551	–	1139
2024 Q3	$551	Buy	+5	New	+$480	﹤0.01%	1063
2023 Q4	–	Sell	-600	Closed	-$50.1K	–	1033
2023 Q3	$50.1K	Buy	+600	New	+$55.6K	﹤0.01%	576
2022 Q4	–	Sell	-35	Closed	-$3K	–	999
2022 Q3	$3K	Sell	35 -1	-3%	-$96	﹤0.01%	891
2022 Q2	$4K	Buy	36 +35	+3,500%	+$4.31K	﹤0.01%	914
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1152
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1164
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1131
2021 Q2	$0	Sell	1 -81	-99%	-$16.8K	﹤0.01%	1172
2021 Q1	$16K	Buy	+82	New	+$14.9K	﹤0.01%	813
2020 Q1	–	Sell	-289	Closed	-$48K	–	976
2019 Q4	$48K	Sell	289 -90	-24%	-$13.9K	﹤0.01%	599
2019 Q3	$55K	Sell	379 -39	-9%	-$5.51K	﹤0.01%	577
2019 Q2	$60K	Buy	+418	New	+$58.9K	﹤0.01%	568

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HM Payson & Co's SWK Position: Q4 2024 in Review

HM Payson & Co sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 5 shares — an estimated $551 sold.

HM Payson & Co first reported a position in SWK in Q2 2019 and held it in 12 quarters. The position peaked at $60K in Q2 2019. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

HM Payson & Co reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 5 Stanley Black & Decker shares in Q4 2024, an estimated $551.
HM Payson & Co first reported a position in Stanley Black & Decker in Q2 2019 and held it in 12 quarters.
HM Payson & Co's Stanley Black & Decker position peaked at $60K in Q2 2019.
767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.