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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
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

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Institute for Wealth Management's SWK Position: Q1 2025 in Review

Institute for Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 2,502 shares — an estimated $201K sold.

Institute for Wealth Management first reported a position in SWK in Q2 2017 and held it in 23 quarters. The position peaked at $677K in Q2 2021. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Institute for Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 2,502 Stanley Black & Decker shares in Q1 2025, an estimated $201K.
  • Institute for Wealth Management first reported a position in Stanley Black & Decker in Q2 2017 and held it in 23 quarters.
  • Institute for Wealth Management's Stanley Black & Decker position peaked at $677K in Q2 2021.
  • 746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.