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Lipe & Dalton’s Stanley Black & Decker SWK Stock Holding History

Lipe & Dalton’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
Q1 		– Sell
-3,036
Closed -$244K – 96
2024
Q4 		$244K Sell
3,036
-348
-10% -$32.3K 0.13% 73
2024
Q3 		$373K Buy
3,384
+2
+0.1% +$192 0.19% 70
2024
Q2 		$270K Sell
3,382
-298
-8% -$26.2K 0.15% 74
2024
Q1 		$360K Buy
3,680
+1
+0% +$92 0.19% 70
2023
Q4 		$361K Buy
3,679
+2
+0.1% +$176 0.2% 68
2023
Q3 		$307K Sell
3,677
-898
-20% -$83.2K 0.18% 70
2023
Q2 		$429K Buy
4,575
+400
+10% +$33.1K 0.24% 66
2023
Q1 		$336K Hold
4,175
– – 0.19% 66
2022
Q4 		$314K Buy
4,175
+875
+27% +$68.3K 0.18% 67
2022
Q3 		$248K Buy
3,300
+400
+14% +$38.5K 0.16% 69
2022
Q2 		$304K Buy
+2,900
New +$357K 0.18% 67
2022
Q1 		– Sell
-12,499
Closed -$2.36M – 113
2021
Q4 		$2.36M Buy
12,499
+17
+0.1% +$3.14K 1.12% 33
2021
Q3 		$2.19M Sell
12,482
-110
-0.9% -$21.5K 1.12% 34
2021
Q2 		$2.58M Hold
12,592
– – 1.34% 29
2021
Q1 		$2.51M Hold
12,592
– – 1.39% 28
2020
Q4 		$2.25M Sell
12,592
-50
-0.4% -$8.87K 1.38% 28
2020
Q3 		$2.05M Sell
12,642
-200
-2% -$31.1K 1.43% 27
2020
Q2 		$1.79M Hold
12,842
– – 1.3% 27
2020
Q1 		$1.28M Sell
12,842
-378
-3% -$54K 1.09% 32
2019
Q4 		$2.19M Hold
13,220
– – 1.45% 26
2019
Q3 		$1.91M Sell
13,220
-220
-2% -$31.1K 1.39% 29
2019
Q2 		$1.94M Sell
13,440
-400
-3% -$56.4K 1.39% 29
2019
Q1 		$1.89M Buy
13,840
+350
+3% +$45.7K 1.39% 28
2018
Q4 		$1.61M Buy
+13,490
New +$1.68M 1.32% 29

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lipe & Dalton's SWK Position: Q1 2025 in Review

Lipe & Dalton sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 3,036 shares — an estimated $244K sold.

Lipe & Dalton first reported a position in SWK in Q4 2018 and held it in 24 quarters. The position peaked at $2.58M in Q2 2021. 748 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Lipe & Dalton reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Lipe & Dalton sold 3,036 Stanley Black & Decker shares in Q1 2025, an estimated $244K.
  • Lipe & Dalton first reported a position in Stanley Black & Decker in Q4 2018 and held it in 24 quarters.
  • Lipe & Dalton's Stanley Black & Decker position peaked at $2.58M in Q2 2021.
  • 748 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Lipe & Dalton's 13F filing for Q1 2025, filed 5 May 2025.