Lido Advisors’s Stanley Black & Decker SWK Stock Holding History

Lido Advisors’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	$213K	Buy	+3,000	New	+$241K	﹤0.01%	1750
2025 Q2	–	Sell	-2,912	Closed	-$224K	–	1751
2025 Q1	$224K	Buy	+2,912	New	+$245K	﹤0.01%	1337
2024 Q1	–	Sell	-3,055	Closed	-$300K	–	1463
2023 Q4	$300K	Sell	3,055 -58,345	-95%	-$5.14M	﹤0.01%	1034
2023 Q3	$5.13M	Buy	+61,400	New	+$5.69M	0.04%	235
2022 Q3	–	Sell	-2,665	Closed	-$279K	–	1034
2022 Q2	$279K	Sell	2,665 -97	-4%	-$11.9K	﹤0.01%	770
2022 Q1	$386K	Buy	2,762 +25	+0.9%	+$4.13K	﹤0.01%	707
2021 Q4	$516K	Buy	2,737 +35	+1%	+$6.46K	0.01%	607
2021 Q3	$473K	Buy	2,702 +1,517	+128%	+$296K	0.01%	616
2021 Q2	$243K	Sell	1,185 -241	-17%	-$50K	﹤0.01%	804
2021 Q1	$285K	Buy	+1,426	New	+$259K	﹤0.01%	678
2018 Q2	–	Sell	-1,397	Closed	-$214K	–	447
2018 Q1	$214K	Buy	+1,397	New	+$227K	0.03%	348

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's SWK Position: Q1 2026 in Review

Lido Advisors opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 3,000 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings. This is a return to the name: Lido Advisors previously reported a position in SWK as recently as Q1 2025.

Lido Advisors first reported a position in SWK in Q1 2018 and has held it in 11 quarters since. The position peaked at $5.13M in Q3 2023. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Lido Advisors held 3,000 shares of Stanley Black & Decker worth $213K as of Q1 2026.
Stanley Black & Decker was a new Lido Advisors position in Q1 2026.
Stanley Black & Decker made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1750 holding.
Lido Advisors first reported a position in Stanley Black & Decker in Q1 2018 and has held it in 11 quarters since.
Lido Advisors's Stanley Black & Decker position peaked at $5.13M in Q3 2023.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.