SWM
SWK icon

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

SFG 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 		$240K Buy
+3,371
New +$271K 0.1% 94
2022
Q4 		– Sell
-2,789
Closed -$210K – 88
2022
Q3 		$210K Hold
2,789
– – 0.28% 70
2022
Q2 		$292K Sell
2,789
-508
-15% -$62.5K 0.34% 57
2022
Q1 		$461K Sell
3,297
-267
-7% -$44.1K 0.43% 47
2021
Q4 		$672K Buy
+3,564
New +$658K 0.6% 45

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

SFG Wealth Management's SWK Position: Q1 2026 in Review

SFG Wealth Management opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 3,371 shares worth $240K. The stake represents 0.1% of the portfolio and ranks #94 among its holdings. This is a return to the name: SFG Wealth Management previously reported a position in SWK as recently as Q3 2022.

SFG Wealth Management first reported a position in SWK in Q4 2021 and has held it in 5 quarters since. The position peaked at $672K in Q4 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • SFG Wealth Management held 3,371 shares of Stanley Black & Decker worth $240K as of Q1 2026.
  • Stanley Black & Decker was a new SFG Wealth Management position in Q1 2026.
  • Stanley Black & Decker made up 0.1% of SFG Wealth Management's portfolio in Q1 2026, its #94 holding.
  • SFG Wealth Management first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 5 quarters since.
  • SFG Wealth Management's Stanley Black & Decker position peaked at $672K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.