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Mark Sheptoff Financial Planning’s Stanley Black & Decker SWK Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-50
Closed -$4.87K – 569
2025
Q4 		$4.87K Hold
50
– – ﹤0.01% 435
2025
Q3 		$4.87K Hold
50
– – ﹤0.01% 414
2025
Q2 		$4.87K Hold
50
– – ﹤0.01% 400
2025
Q1 		$4.87K Hold
50
– – ﹤0.01% 377
2024
Q4 		$4.87K Hold
50
– – ﹤0.01% 369
2024
Q3 		$4.87K Hold
50
– – ﹤0.01% 362
2024
Q2 		$9.13K Hold
50
– – 0.01% 322
2024
Q1 		$9.13K Hold
50
– – 0.01% 300
2023
Q4 		$9.13K Hold
50
– – 0.01% 293
2023
Q3 		$9.13K Hold
50
– – 0.01% 272
2023
Q2 		$9.13K Hold
50
– – 0.01% 279
2023
Q1 		$9.13K Hold
50
– – 0.01% 268
2022
Q4 		$9.13K Hold
50
– – 0.01% 274
2022
Q3 		$9K Hold
50
– – 0.01% 261
2022
Q2 		$9K Hold
50
– – 0.01% 267
2022
Q1 		$9K Hold
50
– – ﹤0.01% 307
2021
Q4 		$9K Buy
+50
New +$9.23K ﹤0.01% 328

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mark Sheptoff Financial Planning's SWK Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 50 shares — an estimated $4.87K sold.

Mark Sheptoff Financial Planning first reported a position in SWK in Q4 2021 and held it in 17 quarters. The position peaked at $9.13K in Q2 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 50 Stanley Black & Decker shares in Q1 2026, an estimated $4.87K.
  • Mark Sheptoff Financial Planning first reported a position in Stanley Black & Decker in Q4 2021 and held it in 17 quarters.
  • Mark Sheptoff Financial Planning's Stanley Black & Decker position peaked at $9.13K in Q2 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.