Lion Street Advisors’s Stanley Black & Decker SWK Stock Holding History

Lion Street 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
2025 Q3	–	Sell	-5,686	Closed	-$385K	–	329
2025 Q2	$385K	Sell	5,686 -165	-3%	-$10.6K	0.12%	185
2025 Q1	$450K	Sell	5,851 -50	-0.8%	-$4.21K	0.14%	159
2024 Q4	$474K	Sell	5,901 -173	-3%	-$16K	0.15%	143
2024 Q3	$669K	Sell	6,074 -5	-0.1%	-$480	0.23%	99
2024 Q2	$486K	Sell	6,079 -25	-0.4%	-$2.2K	0.18%	122
2024 Q1	$599K	Hold	6,104	–	–	0.24%	93
2023 Q4	$599K	Sell	6,104 -13,100	-68%	-$1.15M	0.25%	92
2023 Q3	$1.61M	Buy	+19,204	New	+$1.78M	0.52%	32
2023 Q2	–	Sell	-19,077	Closed	-$1.54M	–	290
2023 Q1	$1.54M	Buy	+19,077	New	+$1.61M	0.48%	29
2022 Q4	–	Sell	-7,221	Closed	-$545K	–	168
2022 Q3	$545K	Buy	+7,221	New	+$695K	0.27%	51

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lion Street Advisors's SWK Position: Q3 2025 in Review

Lion Street Advisors sold out of Stanley Black & Decker (SWK) in Q3 2025, closing a stake of 5,686 shares — an estimated $385K sold.

Lion Street Advisors first reported a position in SWK in Q3 2022 and held it in 10 quarters. The position peaked at $1.61M in Q3 2023. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

Lion Street Advisors reported no remaining Stanley Black & Decker position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 5,686 Stanley Black & Decker shares in Q3 2025, an estimated $385K.
Lion Street Advisors first reported a position in Stanley Black & Decker in Q3 2022 and held it in 10 quarters.
Lion Street Advisors's Stanley Black & Decker position peaked at $1.61M in Q3 2023.
699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.