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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
Q2 		$62.3K Buy
662
+1
+0.2% +$78 0.01% 1128
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 $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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's SWK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Stanley Black & Decker (SWK) stake by 0.15% in Q2 2026, buying an estimated $78 and bringing the position to 662 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #1128.

Pinnacle Wealth Planning Services first reported a position in SWK in Q4 2020 and has held it in 4 quarters since. The position peaked at $82K in Q4 2020. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 662 shares of Stanley Black & Decker worth $62.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 Stanley Black & Decker share in Q2 2026, an estimated $78.
  • Stanley Black & Decker made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1128 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Stanley Black & Decker position peaked at $82K in Q4 2020.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.