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

Sound Income Strategies’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	$11.7M	Buy	124,194 +940	+0.8%	+$73.7K	0.52%	68
2026 Q1	$8.77M	Buy	123,254 +3,916	+3%	+$315K	0.42%	75
2025 Q4	$10.1M	Buy	119,338 +118,438	+13,160%	+$8.34M	0.48%	65
2025 Q3	$62.7K	Hold	900	–	–	﹤0.01%	510
2025 Q2	$61K	Hold	900	–	–	﹤0.01%	479
2025 Q1	$69.2K	Hold	900	–	–	﹤0.01%	451
2024 Q4	$72.3K	Hold	900	–	–	﹤0.01%	401
2024 Q3	$99.1K	Hold	900	–	–	0.01%	343
2024 Q2	$71.9K	Hold	900	–	–	﹤0.01%	381
2024 Q1	$88.1K	Hold	900	–	–	0.01%	335
2023 Q4	$88.3K	Hold	900	–	–	0.01%	307
2023 Q3	$75.2K	Hold	900	–	–	0.01%	247
2023 Q2	$84.3K	Buy	+900	New	+$74.5K	0.01%	234
2023 Q1	–	Sell	-4	Closed	-$300	–	1141
2022 Q4	$300	Hold	4	–	–	﹤0.01%	943
2022 Q3	$0	Hold	4	–	–	﹤0.01%	970
2022 Q2	$0	Hold	4	–	–	﹤0.01%	947
2022 Q1	$1K	Buy	+4	New	+$661	﹤0.01%	838
2021 Q2	–	Sell	-5,680	Closed	-$1.13M	–	1037
2021 Q1	$1.13M	Buy	+5,680	New	+$1.03M	0.19%	78

Other funds holding SWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Sound Income Strategies's SWK Position: Q2 2026 in Review

Sound Income Strategies increased its Stanley Black & Decker (SWK) stake by 0.76% in Q2 2026, buying an estimated $73.7K and bringing the position to 124,194 shares worth $11.7M. The position accounts for 0.52% of the portfolio, ranked #68.

Sound Income Strategies first reported a position in SWK in Q1 2021 and has held it in 18 quarters since. 420 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Sound Income Strategies held 124,194 shares of Stanley Black & Decker worth $11.7M as of Q2 2026.
Sound Income Strategies bought 940 Stanley Black & Decker shares in Q2 2026, an estimated $73.7K.
Stanley Black & Decker made up 0.52% of Sound Income Strategies's portfolio in Q2 2026, its #68 holding.
Sound Income Strategies first reported a position in Stanley Black & Decker in Q1 2021 and has held it in 18 quarters since.
420 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.