Summit Trail Advisors’s Stanley Black & Decker SWK Stock Holding History

Summit Trail 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	$1.89M	Sell	26,634 -3,492	-12%	-$281K	0.03%	565
2025 Q4	$2.24M	Sell	30,126 -6,564	-18%	-$462K	0.04%	344
2025 Q3	$2.73M	Buy	36,690 +30,834	+527%	+$2.26M	0.04%	288
2025 Q2	$397K	Buy	+5,856	New	+$378K	0.01%	812
2018 Q2	–	Sell	-20,453	Closed	-$2.11M	–	660
2018 Q1	$2.11M	Buy	20,453 +4,060	+25%	+$659K	0.36%	54
2017 Q4	$2.79M	Buy	+16,393	New	+$2.68M	0.35%	50

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 Trail Advisors's SWK Position: Q1 2026 in Review

Summit Trail Advisors reduced its Stanley Black & Decker (SWK) stake by 12% in Q1 2026, selling an estimated $281K and leaving 26,634 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #565.

Summit Trail Advisors first reported a position in SWK in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.79M in Q4 2017. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Summit Trail Advisors held 26,634 shares of Stanley Black & Decker worth $1.89M as of Q1 2026.
Summit Trail Advisors sold 3,492 Stanley Black & Decker shares in Q1 2026, an estimated $281K.
Stanley Black & Decker made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #565 holding.
Summit Trail Advisors first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Stanley Black & Decker position peaked at $2.79M in Q4 2017.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.