SRH Advisors’s Stanley Black & Decker SWK Stock Holding History

SRH Advisors’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	$230K	Hold	3,234	–	–	0.07%	53
2025 Q4	$240K	Sell	3,234 -375	-10%	-$26.4K	0.07%	53
2025 Q3	$268K	Sell	3,609 -100	-3%	-$7.33K	0.08%	45
2025 Q2	$251K	Buy	3,709 +526	+17%	+$33.9K	0.08%	47
2025 Q1	$245K	Buy	3,183 +516	+19%	+$43.5K	0.08%	45
2024 Q4	$214K	Buy	2,667 +9	+0.3%	+$835	0.06%	55
2024 Q3	$293K	Sell	2,658 -492	-16%	-$47.2K	0.09%	49
2024 Q2	$252K	Buy	3,150 +1,460	+86%	+$129K	0.08%	49
2024 Q1	$166K	Hold	1,690	–	–	0.05%	70
2023 Q4	$166K	Buy	1,690 +600	+55%	+$52.8K	0.06%	64
2023 Q3	$91.1K	Buy	1,090 +490	+82%	+$45.4K	0.04%	89
2023 Q2	$48.3K	Hold	600	–	–	0.03%	116
2023 Q1	$48K	Buy	+600	New	+$50.5K	0.03%	116

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

SRH Advisors's SWK Position: Q1 2026 in Review

SRH Advisors held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 3,234 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #53.

SRH Advisors first reported a position in SWK in Q1 2023 and has held it in 13 quarters since. The position peaked at $293K in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

SRH Advisors held 3,234 shares of Stanley Black & Decker worth $230K as of Q1 2026.
SRH Advisors left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up 0.07% of SRH Advisors's portfolio in Q1 2026, its #53 holding.
SRH Advisors first reported a position in Stanley Black & Decker in Q1 2023 and has held it in 13 quarters since.
SRH Advisors's Stanley Black & Decker position peaked at $293K in Q3 2024.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.