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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
Q2 		$273K Buy
2,904
+20
+0.7% +$1.57K ﹤0.01% 1371
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 $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Financial's SWK Position: Q2 2026 in Review

Summit Financial increased its Stanley Black & Decker (SWK) stake by 0.69% in Q2 2026, buying an estimated $1.57K and bringing the position to 2,904 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Summit Financial first reported a position in SWK in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.4M in Q2 2025. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Summit Financial held 2,904 shares of Stanley Black & Decker worth $273K as of Q2 2026.
  • Summit Financial bought 20 Stanley Black & Decker shares in Q2 2026, an estimated $1.57K.
  • Stanley Black & Decker made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1371 holding.
  • Summit Financial first reported a position in Stanley Black & Decker in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial's Stanley Black & Decker position peaked at $2.4M in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.