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Total Wealth Planning & Management’s Stanley Black & Decker SWK Stock Holding History

Total Wealth Planning & Management’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 		$362K Buy
5,100
+200
+4% +$16.1K 0.27% 131
2025
Q4 		$364K Buy
+4,900
New +$345K 0.27% 123
2025
Q2 		$312K Buy
+4,600
New +$297K 0.25% 160

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

Total Wealth Planning & Management's SWK Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Stanley Black & Decker (SWK) stake by 3.9% in Q1 2026, buying an estimated $16.1K and bringing the position to 5,300 shares worth $377K. The position accounts for 0.28% of the portfolio, ranked #122.

Total Wealth Planning & Management first reported a position in SWK in Q2 2025 and has held it in 3 quarters since. The position peaked at $379K in Q4 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Total Wealth Planning & Management held 5,300 shares of Stanley Black & Decker worth $377K as of Q1 2026.
  • Total Wealth Planning & Management bought 200 Stanley Black & Decker shares in Q1 2026, an estimated $16.1K.
  • Stanley Black & Decker made up 0.28% of Total Wealth Planning & Management's portfolio in Q1 2026, its #122 holding.
  • Total Wealth Planning & Management first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Stanley Black & Decker position peaked at $379K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.