Lantz Financial
SWK icon

Lantz Financial’s Stanley Black & Decker SWK Stock Holding History

Lantz Financial’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
Q3 		$1.91M Buy
21,569
+253
+1% +$23.8K 0.35% 75
2026
Q2 		$2.01M Buy
+21,316
New +$1.67M 0.37% 77

Other funds holding SWK

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Lantz Financial's SWK Position: Q3 2026 in Review

Lantz Financial increased its Stanley Black & Decker (SWK) stake by 1.2% in Q3 2026, buying an estimated $23.8K and bringing the position to 21,569 shares worth $1.91M. The position accounts for 0.35% of the portfolio, ranked #75.

Lantz Financial first reported a position in SWK in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.01M in Q2 2026. 271 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Lantz Financial held 21,569 shares of Stanley Black & Decker worth $1.91M as of Q3 2026.
  • Lantz Financial bought 253 Stanley Black & Decker shares in Q3 2026, an estimated $23.8K.
  • Stanley Black & Decker made up 0.35% of Lantz Financial's portfolio in Q3 2026, its #75 holding.
  • Lantz Financial first reported a position in Stanley Black & Decker in Q2 2026 and has held it in 2 quarters since.
  • Lantz Financial's Stanley Black & Decker position peaked at $2.01M in Q2 2026.
  • 271 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.