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Sigma Planning Corp’s Stanley Black & Decker SWK Stock Holding History

Sigma Planning Corp’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 		$826K Sell
8,773
-456
-5% -$35.7K 0.02% 683
2026
Q1 		$656K Buy
9,229
+1,152
+14% +$92.5K 0.02% 738
2025
Q4 		$600K Buy
8,077
+411
+5% +$28.9K 0.02% 729
2025
Q3 		$570K Sell
7,666
-16
-0.2% -$1.17K 0.02% 763
2025
Q2 		$520K Buy
7,682
+1,277
+20% +$82.4K 0.02% 763
2025
Q1 		$492K Sell
6,405
-9,267
-59% -$781K 0.02% 748
2024
Q4 		$1.26M Buy
15,672
+7,109
+83% +$659K 0.04% 417
2024
Q3 		$943K Sell
8,563
-364
-4% -$34.9K 0.03% 521
2024
Q2 		$713K Buy
8,927
+1,026
+13% +$90.3K 0.02% 588
2024
Q1 		$774K Buy
7,901
+5,026
+175% +$463K 0.02% 591
2023
Q4 		$282K Sell
2,875
-6,403
-69% -$564K 0.02% 646
2023
Q3 		$776K Sell
9,278
-159
-2% -$14.7K 0.03% 549
2023
Q2 		$884K Buy
9,437
+317
+3% +$26.2K 0.03% 509
2023
Q1 		$735K Buy
9,120
+1,493
+20% +$126K 0.02% 639
2022
Q4 		$573K Sell
7,627
-2,453
-24% -$191K 0.02% 716
2022
Q3 		$758K Buy
10,080
+2,416
+32% +$232K 0.03% 560
2022
Q2 		$804K Buy
7,664
+3,824
+100% +$470K 0.03% 559
2022
Q1 		$537K Buy
+3,840
New +$634K 0.02% 818

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

Sigma Planning Corp's SWK Position: Q2 2026 in Review

Sigma Planning Corp reduced its Stanley Black & Decker (SWK) stake by 4.9% in Q2 2026, selling an estimated $35.7K and leaving 8,773 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #683.

Sigma Planning Corp first reported a position in SWK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q4 2024. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Sigma Planning Corp held 8,773 shares of Stanley Black & Decker worth $826K as of Q2 2026.
  • Sigma Planning Corp sold 456 Stanley Black & Decker shares in Q2 2026, an estimated $35.7K.
  • Stanley Black & Decker made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #683 holding.
  • Sigma Planning Corp first reported a position in Stanley Black & Decker in Q1 2022 and has held it in 18 quarters since.
  • Sigma Planning Corp's Stanley Black & Decker position peaked at $1.26M in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.