Miller Investment Management’s Stanley Black & Decker SWK Stock Holding History

Miller Investment Management’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	$750K	Hold	10,555	–	–	0.07%	56
2025 Q4	$784K	Hold	10,555	–	–	0.08%	60
2025 Q3	$785K	Sell	10,555 -7,290	-41%	-$535K	0.08%	71
2025 Q2	$1.21M	Hold	17,845	–	–	0.13%	55
2025 Q1	$1.37M	Hold	17,845	–	–	0.15%	53
2024 Q4	$1.43M	Hold	17,845	–	–	0.16%	51
2024 Q3	$1.97M	Hold	17,845	–	–	0.2%	46
2024 Q2	$1.43M	Hold	17,845	–	–	0.17%	55
2024 Q1	$1.75M	Hold	17,845	–	–	0.22%	48
2023 Q4	$1.75M	Hold	17,845	–	–	0.25%	47
2023 Q3	$1.49M	Hold	17,845	–	–	0.23%	48
2023 Q2	$1.67M	Hold	17,845	–	–	0.26%	44
2023 Q1	$1.44M	Hold	17,845	–	–	0.24%	47
2022 Q4	$1.34M	Hold	17,845	–	–	0.23%	50
2022 Q3	$1.34M	Hold	17,845	–	–	0.28%	48
2022 Q2	$1.87M	Hold	17,845	–	–	0.38%	35
2022 Q1	$2.5M	Hold	17,845	–	–	0.39%	32
2021 Q4	$3.37M	Hold	17,845	–	–	0.48%	27
2021 Q3	$3.13M	Hold	17,845	–	–	0.54%	25
2021 Q2	$3.66M	Hold	17,845	–	–	0.64%	16
2021 Q1	$3.56M	Hold	17,845	–	–	0.66%	16
2020 Q4	$3.19M	Hold	17,845	–	–	0.59%	16
2020 Q3	$2.89M	Hold	17,845	–	–	0.71%	12
2020 Q2	$2.49M	Hold	17,845	–	–	0.73%	11
2020 Q1	$1.78M	Hold	17,845	–	–	0.57%	16
2019 Q4	$2.96M	Hold	17,845	–	–	0.66%	14
2019 Q3	$2.58M	Hold	17,845	–	–	0.59%	16
2019 Q2	$2.58M	Hold	17,845	–	–	0.59%	14
2019 Q1	$2.43M	Hold	17,845	–	–	0.64%	14
2018 Q4	$2.14M	Hold	17,845	–	–	0.63%	17
2018 Q3	$2.61M	Hold	17,845	–	–	0.79%	12
2018 Q2	$2.37M	Hold	17,845	–	–	0.71%	15
2018 Q1	$2.73M	Hold	17,845	–	–	0.89%	13
2017 Q4	$3.03M	Hold	17,845	–	–	0.92%	11
2017 Q3	$2.69M	Hold	17,845	–	–	0.87%	11
2017 Q2	$2.51M	Hold	17,845	–	–	0.89%	10
2017 Q1	$2.37M	Hold	17,845	–	–	0.87%	12
2016 Q4	$2.05M	Hold	17,845	–	–	0.66%	15
2016 Q3	$2.19M	Hold	17,845	–	–	0.78%	8
2016 Q2	$1.99M	Hold	17,845	–	–	0.77%	15
2016 Q1	$1.88M	Hold	17,845	–	–	0.82%	15
2015 Q4	$1.91M	Hold	17,845	–	–	0.73%	11
2015 Q3	$1.73M	Hold	17,845	–	–	0.7%	11
2015 Q2	$1.88M	Hold	17,845	–	–	0.7%	11
2015 Q1	$1.7M	Hold	17,845	–	–	0.61%	22
2014 Q4	$1.72M	Hold	17,845	–	–	0.65%	24
2014 Q3	$1.58M	Hold	17,845	–	–	0.76%	21
2014 Q2	$1.57M	Sell	17,845 -3,355	-16%	-$286K	0.7%	28
2014 Q1	$1.72M	Sell	21,200 -510	-2%	-$40.9K	0.97%	29
2013 Q4	$1.75M	Buy	21,710 +1,320	+6%	+$108K	0.98%	32
2013 Q3	$1.85M	Sell	20,390 -100	-0.5%	-$8.57K	1.11%	19
2013 Q2	$1.58M	Buy	+20,490	New	+$1.61M	1.13%	32

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Miller Investment Management's SWK Position: Q1 2026 in Review

Miller Investment Management held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 10,555 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #56.

Miller Investment Management first reported a position in SWK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.66M in Q2 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Miller Investment Management held 10,555 shares of Stanley Black & Decker worth $750K as of Q1 2026.
Miller Investment Management left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up 0.07% of Miller Investment Management's portfolio in Q1 2026, its #56 holding.
Miller Investment Management first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's Stanley Black & Decker position peaked at $3.66M in Q2 2021.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.