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Summit Financial’s Stanley Black & Decker SWK Stock Holding History

Summit Financial’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 		$205K Buy
2,884
+160
+6% +$12.9K ﹤0.01% 1341
2025
Q4 		$202K Buy
+2,724
New +$192K ﹤0.01% 1244
2025
Q3 		– Sell
-35,485
Closed -$2.4M – 1262
2025
Q2 		$2.4M Buy
35,485
+6,735
+23% +$435K 0.05% 266
2025
Q1 		$2.21M Buy
+28,750
New +$2.42M 0.06% 246

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's SWK Position: Q1 2026 in Review

Summit Financial increased its Stanley Black & Decker (SWK) stake by 5.9% in Q1 2026, buying an estimated $12.9K and bringing the position to 2,884 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Summit Financial first reported a position in SWK in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.4M in Q2 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Summit Financial held 2,884 shares of Stanley Black & Decker worth $205K as of Q1 2026.
  • Summit Financial bought 160 Stanley Black & Decker shares in Q1 2026, an estimated $12.9K.
  • Stanley Black & Decker made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1341 holding.
  • Summit Financial first reported a position in Stanley Black & Decker in Q1 2025 and has held it in 4 quarters since.
  • Summit Financial's Stanley Black & Decker position peaked at $2.4M in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.