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Montag & Associates’s Stanley Black & Decker SWK Stock Holding History

Montag & Associates’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 		$51.7K Hold
549
– – ﹤0.01% 591
2026
Q1 		$39K Hold
549
– – ﹤0.01% 619
2025
Q4 		$40.8K Hold
549
– – ﹤0.01% 621
2025
Q3 		$40.8K Hold
549
– – ﹤0.01% 626
2025
Q2 		$37.2K Hold
549
– – ﹤0.01% 623
2025
Q1 		$42.2K Hold
549
– – ﹤0.01% 641
2024
Q4 		$44.1K Buy
+549
New +$50.9K ﹤0.01% 631
2022
Q3 		– Sell
-68
Closed -$7K – 898
2022
Q2 		$7K Hold
68
– – ﹤0.01% 729
2022
Q1 		$10K Hold
68
– – ﹤0.01% 722
2021
Q4 		$13K Hold
68
– – ﹤0.01% 710
2021
Q3 		$12K Hold
68
– – ﹤0.01% 716
2021
Q2 		$14K Buy
68
+17
+33% +$3.52K ﹤0.01% 700
2021
Q1 		$10K Buy
+51
New +$9.25K ﹤0.01% 731

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 $3.38T AUM 44.17% 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

Montag & Associates's SWK Position: Q2 2026 in Review

Montag & Associates held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 549 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Montag & Associates first reported a position in SWK in Q1 2021 and has held it in 13 quarters since. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Montag & Associates held 549 shares of Stanley Black & Decker worth $51.7K as of Q2 2026.
  • Montag & Associates left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #591 holding.
  • Montag & Associates first reported a position in Stanley Black & Decker in Q1 2021 and has held it in 13 quarters since.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.