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Medallion Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Medallion Wealth 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 		$51.2K Buy
720
+5
+0.7% +$402 0.02% 472
2025
Q4 		$53.1K Sell
715
-210
-23% -$14.8K 0.02% 467
2025
Q3 		$68.7K Sell
925
-295
-24% -$21.6K 0.02% 415
2025
Q2 		$85.9K Buy
1,220
+6
+0.5% +$387 0.03% 371
2025
Q1 		$92.4K Buy
1,214
+4
+0.3% +$337 0.04% 320
2024
Q4 		$97.1K Buy
+1,210
New +$112K 0.05% 302

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

Medallion Wealth Advisors's SWK Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Stanley Black & Decker (SWK) stake by 0.7% in Q1 2026, buying an estimated $402 and bringing the position to 720 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #472.

Medallion Wealth Advisors first reported a position in SWK in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.1K in Q4 2024. 718 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Medallion Wealth Advisors held 720 shares of Stanley Black & Decker worth $51.2K as of Q1 2026.
  • Medallion Wealth Advisors bought 5 Stanley Black & Decker shares in Q1 2026, an estimated $402.
  • Stanley Black & Decker made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #472 holding.
  • Medallion Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Stanley Black & Decker position peaked at $97.1K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.