Sentry Investment Management’s Stanley Black & Decker SWK Stock Holding History

Sentry Investment 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	-422	Closed	-$31K	–	422
2025 Q4	$31K	Hold	422	–	–	0.02%	467
2025 Q3	$31K	Buy	+422	New	+$30.9K	0.02%	472
2025 Q2	–	Sell	-442	Closed	-$26K	–	510
2025 Q1	$26K	Sell	442 -132	-23%	-$11.1K	0.02%	451
2024 Q4	$46K	Sell	574 -94	-14%	-$8.72K	0.02%	415
2024 Q3	$74K	Hold	668	–	–	0.03%	387
2024 Q2	$53K	Sell	668 -137	-17%	-$12.1K	0.02%	413
2024 Q1	$79K	Hold	805	–	–	0.03%	389
2023 Q4	$79K	Sell	805 -87	-10%	-$7.66K	0.03%	390
2023 Q3	$75K	Sell	892 -86	-9%	-$7.97K	0.04%	407
2023 Q2	$92K	Hold	978	–	–	0.03%	406
2023 Q1	$79K	Hold	978	–	–	0.03%	400
2022 Q4	$73K	Hold	978	–	–	0.03%	417
2022 Q3	$74K	Hold	978	–	–	0.04%	415
2022 Q2	$103K	Sell	978 -190	-16%	-$23.4K	0.05%	360
2022 Q1	$163K	Buy	1,168 +461	+65%	+$76.1K	0.05%	338
2021 Q4	$133K	Sell	707 -767	-52%	-$142K	0.04%	400
2021 Q3	$258K	Sell	1,474 -215	-13%	-$41.9K	0.08%	268
2021 Q2	$346K	Buy	1,689 +271	+19%	+$56.2K	0.09%	229
2021 Q1	$283K	Buy	+1,418	New	+$257K	0.08%	257
2020 Q3	–	Sell	-8,681	Closed	-$1.21M	–	474
2020 Q2	$1.21M	Buy	+8,681	New	+$1.05M	0.07%	261
2020 Q1	–	Sell	-8,895	Closed	-$1.47M	–	478
2019 Q4	$1.47M	Hold	8,895	–	–	0.09%	229
2019 Q3	$1.28M	Hold	8,895	–	–	0.08%	238
2019 Q2	$1.29M	Hold	8,895	–	–	0.09%	242
2019 Q1	$1.21M	Sell	8,895 -790	-8%	-$103K	0.08%	231
2018 Q4	$1.16M	Sell	9,685 -254	-3%	-$31.7K	0.08%	236
2018 Q3	$1.46M	Hold	9,939	–	–	0.09%	226
2018 Q2	$1.32M	Sell	9,939 -457	-4%	-$65.8K	0.09%	241
2018 Q1	$1.59M	Sell	10,396 -998	-9%	-$162K	0.1%	234
2017 Q4	$1.93M	Hold	11,394	–	–	0.11%	219
2017 Q3	$1.72M	Hold	11,394	–	–	0.06%	231
2017 Q2	$1.6M	Hold	11,394	–	–	0.06%	242
2017 Q1	$1.51M	Sell	11,394 -196	-2%	-$24.6K	0.06%	246
2016 Q4	$1.33M	Hold	11,590	–	–	0.06%	264
2016 Q3	$1.43M	Hold	11,590	–	–	0.06%	252
2016 Q2	$1.29M	Hold	11,590	–	–	0.06%	267
2016 Q1	$1.22M	Buy	11,590 +345	+3%	+$33.5K	0.06%	264
2015 Q4	$1.2M	Buy	11,245 +3,946	+54%	+$416K	0.06%	268
2015 Q3	$708K	Sell	7,299 -1,700	-19%	-$175K	0.04%	325
2015 Q2	$947K	Hold	8,999	–	–	0.04%	298
2015 Q1	$858K	Buy	8,999 +1,700	+23%	+$163K	0.04%	309
2014 Q4	$701K	Hold	7,299	–	–	0.03%	323
2014 Q3	$648K	Sell	7,299 -900	-11%	-$80.5K	0.03%	332
2014 Q2	$720K	Sell	8,199 -601	-7%	-$51.2K	0.04%	337
2014 Q1	$715K	Hold	8,800	–	–	0.04%	334
2013 Q4	$710K	Buy	8,800 +3,000	+52%	+$246K	0.04%	335
2013 Q3	$525K	Buy	5,800 +2,300	+66%	+$197K	0.03%	402
2013 Q2	$271K	Buy	+3,500	New	+$274K	0.02%	452

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sentry Investment Management's SWK Position: Q1 2026 in Review

Sentry Investment Management sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 422 shares — an estimated $31K sold.

Sentry Investment Management first reported a position in SWK in Q2 2013 and held it in 47 quarters. The position peaked at $1.93M in Q4 2017. 720 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Sentry Investment Management reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 422 Stanley Black & Decker shares in Q1 2026, an estimated $31K.
Sentry Investment Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 47 quarters.
Sentry Investment Management's Stanley Black & Decker position peaked at $1.93M in Q4 2017.
720 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.