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Miller Financial Services’s Stanley Black & Decker SWK Stock Holding History

Miller Financial Services’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 		$463K Sell
4,917
-526
-10% -$41.2K 0.37% 82
2026
Q1 		$387K Sell
5,443
-800
-13% -$64.3K 0.42% 70
2025
Q4 		$464K Sell
6,243
-1,460
-19% -$103K 0.54% 54
2025
Q3 		$573K Sell
7,703
-1,340
-15% -$98.3K 0.66% 44
2025
Q2 		$613K Buy
9,043
+3,700
+69% +$239K 0.78% 38
2025
Q1 		$411K Buy
5,343
+1,200
+29% +$101K 0.59% 56
2024
Q4 		$333K Buy
+4,143
New +$384K 0.28% 91

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Miller Financial Services's SWK Position: Q2 2026 in Review

Miller Financial Services reduced its Stanley Black & Decker (SWK) stake by 9.7% in Q2 2026, selling an estimated $41.2K and leaving 4,917 shares worth $463K. The position accounts for 0.37% of the portfolio, ranked #82.

Miller Financial Services first reported a position in SWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $613K in Q2 2025. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Miller Financial Services held 4,917 shares of Stanley Black & Decker worth $463K as of Q2 2026.
  • Miller Financial Services sold 526 Stanley Black & Decker shares in Q2 2026, an estimated $41.2K.
  • Stanley Black & Decker made up 0.37% of Miller Financial Services's portfolio in Q2 2026, its #82 holding.
  • Miller Financial Services first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's Stanley Black & Decker position peaked at $613K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.