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
2024 Q1	–	Sell	-15,000	Closed	-$1.47M	–	869
2023 Q4	$1.47M	Hold	15,000	–	–	0.13%	109
2023 Q3	$1.25M	Hold	15,000	–	–	0.13%	83
2023 Q2	$1.41M	Hold	15,000	–	–	0.18%	77
2023 Q1	$1.21M	Hold	15,000	–	–	0.1%	81
2022 Q4	$1.13M	Buy	+15,000	New	+$1.17M	0.04%	169
2022 Q1	–	Sell	-2,000	Closed	-$377K	–	1345
2021 Q4	$377K	Buy	+2,000	New	+$369K	0.02%	439

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

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.