KFI
SWK icon

Key Financial Inc’s Stanley Black & Decker SWK Stock Holding History

Key Financial Inc’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
Q1 		$2.06K Hold
29
– – ﹤0.01% 1170
2025
Q4 		$2.15K Sell
29
-62
-68% -$4.37K ﹤0.01% 1162
2025
Q3 		$6.7K Hold
91
– – ﹤0.01% 973
2025
Q2 		$6.17K Sell
91
-133
-59% -$8.58K ﹤0.01% 987
2025
Q1 		$17.2K Hold
224
– – ﹤0.01% 699
2024
Q4 		$18K Buy
224
+28
+14% +$2.6K ﹤0.01% 681
2024
Q3 		$21.6K Hold
196
– – ﹤0.01% 638
2024
Q2 		$15.7K Hold
196
– – ﹤0.01% 681
2024
Q1 		$19.2K Hold
196
– – ﹤0.01% 618
2023
Q4 		$19.2K Hold
196
– – 0.01% 600
2023
Q3 		$16.4K Hold
196
– – 0.01% 611
2023
Q2 		$18.4K Buy
196
+1
+0.5% +$83 0.01% 594
2023
Q1 		$15.7K Hold
195
– – 0.01% 590
2022
Q4 		$14.7K Hold
195
– – 0.01% 548
2022
Q3 		$15K Hold
195
– – 0.01% 553
2022
Q2 		$21K Hold
195
– – 0.01% 498
2022
Q1 		$27K Hold
195
– – 0.01% 449
2021
Q4 		$37K Hold
195
– – 0.02% 390
2021
Q3 		$34K Sell
195
-226
-54% -$44.1K 0.02% 392
2021
Q2 		$83K Buy
421
+288
+217% +$59.7K 0.05% 264
2021
Q1 		$27K Hold
133
– – 0.02% 353
2020
Q4 		$24K Buy
+133
New +$23.6K 0.02% 349
2020
Q2 		– Sell
-133
Closed -$13K – 557
2020
Q1 		$13K Buy
+133
New +$19K 0.01% 376

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Key Financial Inc's SWK Position: Q1 2026 in Review

Key Financial Inc held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 29 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Key Financial Inc first reported a position in SWK in Q1 2020 and has held it in 23 quarters since. The position peaked at $83K in Q2 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Key Financial Inc held 29 shares of Stanley Black & Decker worth $2.06K as of Q1 2026.
  • Key Financial Inc left its Stanley Black & Decker share count unchanged in Q1 2026.
  • Stanley Black & Decker made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1170 holding.
  • Key Financial Inc first reported a position in Stanley Black & Decker in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Stanley Black & Decker position peaked at $83K in Q2 2021.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.