MFS
SWK icon

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
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 $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

Miller Financial Services's SWK Position: Q1 2026 in Review

Miller Financial Services reduced its Stanley Black & Decker (SWK) stake by 13% in Q1 2026, selling an estimated $64.3K and leaving 5,443 shares worth $387K. The position accounts for 0.42% of the portfolio, ranked #70.

Miller Financial Services first reported a position in SWK in Q4 2024 and has held it in 6 quarters since. The position peaked at $613K in Q2 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Miller Financial Services held 5,443 shares of Stanley Black & Decker worth $387K as of Q1 2026.
  • Miller Financial Services sold 800 Stanley Black & Decker shares in Q1 2026, an estimated $64.3K.
  • Stanley Black & Decker made up 0.42% of Miller Financial Services's portfolio in Q1 2026, its #70 holding.
  • Miller Financial Services first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 6 quarters since.
  • Miller Financial Services's Stanley Black & Decker position peaked at $613K in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.