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Old North State Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Old North State 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
Q2 		$6.83M Buy
72,496
+3,775
+5% +$296K 2.92% 9
2026
Q1 		$4.89M Sell
68,721
-5,366
-7% -$431K 2.26% 13
2025
Q4 		$5.51M Buy
74,087
+11,748
+19% +$827K 2.59% 9
2025
Q3 		$4.64M Buy
62,339
+2,541
+4% +$186K 2.17% 13
2025
Q2 		$4.06M Buy
59,798
+12,783
+27% +$825K 2.11% 14
2025
Q1 		$3.62M Buy
47,015
+11,217
+31% +$945K 2.02% 13
2024
Q4 		$2.88M Buy
+35,798
New +$3.32M 1.62% 20

Other funds holding SWK

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Old North State Wealth Management's SWK Position: Q2 2026 in Review

Old North State Wealth Management increased its Stanley Black & Decker (SWK) stake by 5.5% in Q2 2026, buying an estimated $296K and bringing the position to 72,496 shares worth $6.83M. The position accounts for 2.92% of the portfolio, ranked #9.

Old North State Wealth Management first reported a position in SWK in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Old North State Wealth Management held 72,496 shares of Stanley Black & Decker worth $6.83M as of Q2 2026.
  • Old North State Wealth Management bought 3,775 Stanley Black & Decker shares in Q2 2026, an estimated $296K.
  • Stanley Black & Decker made up 2.92% of Old North State Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Old North State Wealth Management first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 7 quarters since.
  • 136 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.