Sound Financial Strategies Group’s Stanley Black & Decker SWK Stock Holding History

Sound Financial Strategies Group’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	$231K	Buy	+3,248	New	+$261K	0.16%	107
2025 Q2	–	Sell	-6,209	Closed	-$477K	–	100
2025 Q1	$477K	Sell	6,209 -3,028	-33%	-$255K	0.43%	84
2024 Q4	$742K	Buy	9,237 +1,139	+14%	+$106K	0.62%	57
2024 Q3	$892K	Buy	8,098 +138	+2%	+$13.2K	0.72%	16
2024 Q2	$636K	Buy	+7,960	New	+$701K	0.55%	56
2022 Q1	–	Sell	-2,961	Closed	-$559K	–	103
2021 Q4	$559K	Sell	2,961 -48	-2%	-$8.86K	0.28%	71
2021 Q3	$528K	Buy	3,009 +31	+1%	+$6.04K	0.27%	70
2021 Q2	$610K	Sell	2,978 -331	-10%	-$68.6K	0.3%	67
2021 Q1	$661K	Sell	3,309 -215	-6%	-$39K	0.34%	23
2020 Q4	$629K	Buy	+3,524	New	+$625K	0.34%	40

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Financial Strategies Group's SWK Position: Q1 2026 in Review

Sound Financial Strategies Group opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 3,248 shares worth $231K. The stake represents 0.16% of the portfolio and ranks #107 among its holdings. This is a return to the name: Sound Financial Strategies Group previously reported a position in SWK as recently as Q1 2025.

Sound Financial Strategies Group first reported a position in SWK in Q4 2020 and has held it in 10 quarters since. The position peaked at $892K in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Sound Financial Strategies Group held 3,248 shares of Stanley Black & Decker worth $231K as of Q1 2026.
Stanley Black & Decker was a new Sound Financial Strategies Group position in Q1 2026.
Stanley Black & Decker made up 0.16% of Sound Financial Strategies Group's portfolio in Q1 2026, its #107 holding.
Sound Financial Strategies Group first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 10 quarters since.
Sound Financial Strategies Group's Stanley Black & Decker position peaked at $892K in Q3 2024.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.