SWM
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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
Q2 		– Sell
-3,371
Closed -$240K – 123
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 $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

SFG Wealth Management's SWK Position: Q2 2026 in Review

SFG Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 3,371 shares — an estimated $240K sold.

SFG Wealth Management first reported a position in SWK in Q4 2021 and held it in 5 quarters. The position peaked at $672K in Q4 2021. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • SFG Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • SFG Wealth Management sold 3,371 Stanley Black & Decker shares in Q2 2026, an estimated $240K.
  • SFG Wealth Management first reported a position in Stanley Black & Decker in Q4 2021 and held it in 5 quarters.
  • SFG Wealth Management's Stanley Black & Decker position peaked at $672K in Q4 2021.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.