SWM
SWK icon

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

SHP 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 		$2.28K Buy
32
+3
+10% +$241 ﹤0.01% 1254
2025
Q4 		$2.16K Buy
+29
New +$2.04K ﹤0.01% 1117

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Stanley Black & Decker (SWK) stake by 10% in Q1 2026, buying an estimated $241 and bringing the position to 32 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

SHP Wealth Management first reported a position in SWK in Q4 2025 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • SHP Wealth Management held 32 shares of Stanley Black & Decker worth $2.28K as of Q1 2026.
  • SHP Wealth Management bought 3 Stanley Black & Decker shares in Q1 2026, an estimated $241.
  • Stanley Black & Decker made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1254 holding.
  • SHP Wealth Management first reported a position in Stanley Black & Decker in Q4 2025 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

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