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Pinnacle Wealth Planning Services’s Stanley Black & Decker SWK Stock Holding History

Pinnacle Wealth Planning 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 		$47K Buy
661
+89
+16% +$7.15K ﹤0.01% 1243
2025
Q4 		$42.5K Buy
+572
New +$40.3K ﹤0.01% 1315
2021
Q1 		– Sell
-461
Closed -$82K – 1746
2020
Q4 		$82K Buy
+461
New +$81.7K 0.02% 563

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

Pinnacle Wealth Planning Services's SWK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Stanley Black & Decker (SWK) stake by 16% in Q1 2026, buying an estimated $7.15K and bringing the position to 661 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Pinnacle Wealth Planning Services first reported a position in SWK in Q4 2020 and has held it in 3 quarters since. The position peaked at $82K in Q4 2020. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 661 shares of Stanley Black & Decker worth $47K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 89 Stanley Black & Decker shares in Q1 2026, an estimated $7.15K.
  • Stanley Black & Decker made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1243 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Stanley Black & Decker position peaked at $82K in Q4 2020.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.