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

Institute for 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
Q2 		$151K Buy
+1,606
New +$126K 0.01% 586
2025
Q1 		– Sell
-2,502
Closed -$201K – 547
2024
Q4 		$201K Hold
2,502
– – 0.03% 488
2024
Q3 		$276K Buy
+2,502
New +$240K 0.03% 438
2024
Q2 		– Sell
-2,502
Closed -$245K – 522
2024
Q1 		$245K Sell
2,502
-70
-3% -$6.45K 0.03% 436
2023
Q4 		$252K Sell
2,572
-10
-0.4% -$880 0.04% 407
2023
Q3 		$216K Hold
2,582
– – 0.04% 421
2023
Q2 		$242K Hold
2,582
– – 0.04% 410
2023
Q1 		$208K Buy
+2,582
New +$217K 0.04% 426
2022
Q4 		– Sell
-3,241
Closed -$244K – 471
2022
Q3 		$244K Hold
3,241
– – 0.05% 378
2022
Q2 		$340K Hold
3,241
– – 0.07% 363
2022
Q1 		$453K Hold
3,241
– – 0.07% 314
2021
Q4 		$611K Sell
3,241
-3
-0.1% -$554 0.1% 242
2021
Q3 		$569K Sell
3,244
-58
-2% -$11.3K 0.1% 248
2021
Q2 		$677K Hold
3,302
– – 0.12% 206
2021
Q1 		$659K Hold
3,302
– – 0.13% 205
2020
Q4 		$590K Hold
3,302
– – 0.12% 213
2020
Q3 		$536K Buy
3,302
+9
+0.3% +$1.4K 0.12% 213
2020
Q2 		$459K Sell
3,293
-46
-1% -$5.55K 0.11% 248
2020
Q1 		$334K Hold
3,339
– – 0.1% 259
2019
Q4 		$553K Hold
3,339
– – 0.12% 232
2019
Q3 		$482K Hold
3,339
– – 0.12% 241
2019
Q2 		$483K Sell
3,339
-135
-4% -$19K 0.11% 259
2019
Q1 		$473K Buy
+3,474
New +$453K 0.1% 252
2017
Q3 		– Sell
-3,687
Closed -$520K – 376
2017
Q2 		$520K Buy
+3,687
New +$506K 0.14% 219

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institute for Wealth Management's SWK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 1,606 shares worth $151K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SWK as recently as Q4 2024.

Institute for Wealth Management first reported a position in SWK in Q2 2017 and has held it in 24 quarters since. The position peaked at $677K in Q2 2021. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Institute for Wealth Management held 1,606 shares of Stanley Black & Decker worth $151K as of Q2 2026.
  • Stanley Black & Decker was a new Institute for Wealth Management position in Q2 2026.
  • Stanley Black & Decker made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Institute for Wealth Management first reported a position in Stanley Black & Decker in Q2 2017 and has held it in 24 quarters since.
  • Institute for Wealth Management's Stanley Black & Decker position peaked at $677K in Q2 2021.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.