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Mowery & Schoenfeld Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Mowery & Schoenfeld Wealth 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 		– Sell
-14
Closed -$1.04K – 472
2025
Q4 		$1.04K Buy
+14
New +$986 ﹤0.01% 448
2025
Q1 		– Sell
-23
Closed -$1.85K – 552
2024
Q4 		$1.85K Buy
+23
New +$2.13K ﹤0.01% 409

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

Mowery & Schoenfeld Wealth Management's SWK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 14 shares — an estimated $1.04K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SWK in Q4 2024 and held it in 2 quarters. The position peaked at $1.85K in Q4 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 14 Stanley Black & Decker shares in Q1 2026, an estimated $1.04K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Stanley Black & Decker in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Stanley Black & Decker position peaked at $1.85K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.