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 Q3	$11.2M	Buy	125,298 +1,104	+0.9%	+$104K	0.5%	74
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Sound Income Strategies's SWK Position: Q3 2026 in Review

Sound Income Strategies increased its Stanley Black & Decker (SWK) stake by 0.89% in Q3 2026, buying an estimated $104K and bringing the position to 125,298 shares worth $11.2M. The position accounts for 0.5% of the portfolio, ranked #74.

Sound Income Strategies first reported a position in SWK in Q1 2021 and has held it in 19 quarters since. The position peaked at $11.7M in Q2 2026. 38 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Sound Income Strategies held 125,298 shares of Stanley Black & Decker worth $11.2M as of Q3 2026.
Sound Income Strategies bought 1,104 Stanley Black & Decker shares in Q3 2026, an estimated $104K.
Stanley Black & Decker made up 0.5% of Sound Income Strategies's portfolio in Q3 2026, its #74 holding.
Sound Income Strategies first reported a position in Stanley Black & Decker in Q1 2021 and has held it in 19 quarters since.
Sound Income Strategies's Stanley Black & Decker position peaked at $11.7M in Q2 2026.
38 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.