SWM
SWK icon

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

Spire 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
Q2 		$50.4K Sell
535
-41
-7% -$3.21K ﹤0.01% 1182
2026
Q1 		$40.9K Sell
576
-3
-0.5% -$241 ﹤0.01% 1224
2025
Q4 		$43K Buy
579
+3
+0.5% +$211 ﹤0.01% 1228
2025
Q3 		$42.8K Buy
576
+2
+0.3% +$147 ﹤0.01% 1288
2025
Q2 		$38.9K Sell
574
-574
-50% -$37K ﹤0.01% 1291
2025
Q1 		$88.3K Sell
1,148
-2
-0.2% -$169 ﹤0.01% 1082
2024
Q4 		$92.3K Sell
1,150
-98
-8% -$9.09K ﹤0.01% 1062
2024
Q3 		$137K Sell
1,248
-130
-9% -$12.5K ﹤0.01% 828
2024
Q2 		$110K Buy
1,378
+4
+0.3% +$352 ﹤0.01% 870
2024
Q1 		$135K Sell
1,374
-1
-0.1% -$92 ﹤0.01% 908
2023
Q4 		$130K Buy
1,375
+2
+0.1% +$176 ﹤0.01% 920
2023
Q3 		$115K Buy
1,373
+4
+0.3% +$371 ﹤0.01% 908
2023
Q2 		$128K Sell
1,369
-601
-31% -$49.7K ﹤0.01% 889
2023
Q1 		$159K Buy
1,970
+334
+20% +$28.1K 0.01% 803
2022
Q4 		$123K Buy
1,636
+106
+7% +$8.27K 0.01% 679
2022
Q3 		$115K Sell
1,530
-509
-25% -$49K 0.01% 663
2022
Q2 		$214K Sell
2,039
-2,155
-51% -$265K 0.01% 746
2022
Q1 		$586K Sell
4,194
-3,815
-48% -$630K 0.02% 522
2021
Q4 		$1.51M Buy
8,009
+2,284
+40% +$422K 0.03% 359
2021
Q3 		$1M Sell
5,725
-59
-1% -$11.5K 0.03% 416
2021
Q2 		$1.19M Sell
5,784
-4,258
-42% -$883K 0.03% 381
2021
Q1 		$2.01M Buy
+10,042
New +$1.82M 0.05% 280

Other funds holding SWK

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
BG
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Spire Wealth Management's SWK Position: Q2 2026 in Review

Spire Wealth Management reduced its Stanley Black & Decker (SWK) stake by 7.1% in Q2 2026, selling an estimated $3.21K and leaving 535 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Spire Wealth Management first reported a position in SWK in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.01M in Q1 2021. 126 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Spire Wealth Management held 535 shares of Stanley Black & Decker worth $50.4K as of Q2 2026.
  • Spire Wealth Management sold 41 Stanley Black & Decker shares in Q2 2026, an estimated $3.21K.
  • Stanley Black & Decker made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1182 holding.
  • Spire Wealth Management first reported a position in Stanley Black & Decker in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Stanley Black & Decker position peaked at $2.01M in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.