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 Q2	$580K	Buy	6,161 +3,161	+105%	+$248K	﹤0.01%	1383
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 $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lido Advisors's SWK Position: Q2 2026 in Review

Lido Advisors increased its Stanley Black & Decker (SWK) stake by 105% in Q2 2026, buying an estimated $248K and bringing the position to 6,161 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Lido Advisors first reported a position in SWK in Q1 2018 and has held it in 12 quarters since. The position peaked at $5.13M in Q3 2023. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Lido Advisors held 6,161 shares of Stanley Black & Decker worth $580K as of Q2 2026.
Lido Advisors bought 3,161 Stanley Black & Decker shares in Q2 2026, an estimated $248K.
Stanley Black & Decker made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1383 holding.
Lido Advisors first reported a position in Stanley Black & Decker in Q1 2018 and has held it in 12 quarters since.
Lido Advisors's Stanley Black & Decker position peaked at $5.13M in Q3 2023.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.