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

Jeppson 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	$419K	Buy	+4,451	New	+$349K	0.12%	160

Other funds holding SWK

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jeppson Wealth Management's SWK Position: Q2 2026 in Review

Jeppson Wealth Management opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 4,451 shares worth $419K. The stake represents 0.12% of the portfolio and ranks #160 among its holdings.

336 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Jeppson Wealth Management held 4,451 shares of Stanley Black & Decker worth $419K as of Q2 2026.
Stanley Black & Decker was a new Jeppson Wealth Management position in Q2 2026.
Stanley Black & Decker made up 0.12% of Jeppson Wealth Management's portfolio in Q2 2026, its #160 holding.
336 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.