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Summit Securities Group’s Stanley Black & Decker SWK Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-2,000
Closed -$377K – 1344
2021
Q4 		$377K Buy
+2,000
New +$369K 0.02% 438
2020
Q3 		– Sell
-150
Closed -$2.09M – 486
2020
Q2 		$2.09M Hold
150
– – 0.26% 80
2020
Q1 		$1.5M Buy
+150
New +$21.4K 0.26% 83

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 Securities Group's SWK Position: Q1 2026 in Review

Summit Securities Group reduced its Stanley Black & Decker (SWK) stake by 89% in Q1 2026, selling an estimated $16.4K and leaving 25 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Summit Securities Group first reported a position in SWK in Q4 2013 and has held it in 24 quarters since. The position peaked at $12.1M in Q3 2020. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Summit Securities Group held 25 shares of Stanley Black & Decker worth $1.78K as of Q1 2026.
  • Summit Securities Group sold 204 Stanley Black & Decker shares in Q1 2026, an estimated $16.4K.
  • Stanley Black & Decker made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #955 holding.
  • Summit Securities Group first reported a position in Stanley Black & Decker in Q4 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Stanley Black & Decker position peaked at $12.1M in Q3 2020.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.