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

IHT 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
2024
Q4 		– Sell
-2,808
Closed -$309K – 1201
2024
Q3 		$309K Buy
+2,808
New +$270K 0.01% 903
2022
Q2 		– Sell
-1,573
Closed -$220K – 802
2022
Q1 		$220K Buy
1,573
+11
+0.7% +$1.82K 0.02% 678
2021
Q4 		$295K Hold
1,562
– – 0.02% 621
2021
Q3 		$274K Sell
1,562
-967
-38% -$189K 0.02% 624
2021
Q2 		$518K Buy
2,529
+828
+49% +$172K 0.03% 523
2021
Q1 		$340K Buy
1,701
+96
+6% +$17.4K 0.02% 591
2020
Q4 		$287K Buy
1,605
+37
+2% +$6.56K 0.02% 579
2020
Q3 		$254K Buy
1,568
+24
+2% +$3.74K 0.03% 532
2020
Q2 		$215K Buy
+1,544
New +$186K 0.03% 504
2020
Q1 		– Sell
-1,484
Closed -$246K – 651
2019
Q4 		$246K Buy
1,484
+43
+3% +$6.66K 0.03% 510
2019
Q3 		$208K Buy
+1,441
New +$204K 0.03% 546
2018
Q2 		– Sell
-1,202
Closed -$181K – 1243
2018
Q1 		$181K Hold
1,202
– – 0.05% 364
2017
Q4 		$208K Buy
1,202
+500
+71% +$81.8K 0.06% 340
2017
Q3 		$110K Sell
702
-40
-5% -$5.75K 0.05% 337
2017
Q2 		$471K Sell
742
-51
-6% -$7K 0.23% 107
2017
Q1 		$104K Sell
793
-101
-11% -$12.7K 0.07% 272
2016
Q4 		$103K Buy
+894
New +$107K 0.08% 262

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management's SWK Position: Q4 2024 in Review

IHT Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,808 shares — an estimated $309K sold.

IHT Wealth Management first reported a position in SWK in Q4 2016 and held it in 17 quarters. The position peaked at $518K in Q2 2021. 768 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • IHT Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 2,808 Stanley Black & Decker shares in Q4 2024, an estimated $309K.
  • IHT Wealth Management first reported a position in Stanley Black & Decker in Q4 2016 and held it in 17 quarters.
  • IHT Wealth Management's Stanley Black & Decker position peaked at $518K in Q2 2021.
  • 768 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.