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

Walser Wealth 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
Q2 		– Sell
-3,090
Closed -$220K – 236
2026
Q1 		$220K Buy
+3,090
New +$248K 0.1% 170

Other funds holding SWK

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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

Walser Wealth Management's SWK Position: Q2 2026 in Review

Walser Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 3,090 shares — an estimated $220K sold.

Walser Wealth Management first reported a position in SWK in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Walser Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 3,090 Stanley Black & Decker shares in Q2 2026, an estimated $220K.
  • Walser Wealth Management first reported a position in Stanley Black & Decker in Q1 2026 and held it in 1 quarter.
  • Walser Wealth Management's Stanley Black & Decker position peaked at $220K in Q1 2026.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.