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WealthBridge Capital Management’s Stanley Black & Decker SWK Stock Holding History

WealthBridge Capital 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
2025
Q1 		– Sell
-2,491
Closed -$200K – 210
2024
Q4 		$200K Hold
2,491
– – 0.06% 195
2024
Q3 		$274K Buy
+2,491
New +$239K 0.08% 166
2024
Q2 		– Sell
-2,491
Closed -$244K – 197
2024
Q1 		$244K Hold
2,491
– – 0.08% 156
2023
Q4 		$244K Buy
2,491
+6
+0.2% +$528 0.09% 147
2023
Q3 		$208K Hold
2,485
– – 0.09% 165
2023
Q2 		$233K Hold
2,485
– – 0.09% 159
2023
Q1 		$200K Sell
2,485
-1,647
-40% -$139K 0.08% 182
2022
Q4 		$310K Buy
4,132
+550
+15% +$42.9K 0.13% 146
2022
Q3 		$376K Hold
3,582
– – 0.16% 122
2022
Q2 		$376K Buy
3,582
+1,847
+106% +$227K 0.16% 122
2022
Q1 		$243K Buy
1,735
+300
+21% +$49.5K 0.09% 163
2021
Q4 		$271K Hold
1,435
– – 0.1% 141
2021
Q3 		$252K Buy
1,435
+300
+26% +$58.5K 0.09% 145
2021
Q2 		$233K Hold
1,135
– – 0.08% 151
2021
Q1 		$227K Sell
1,135
-50
-4% -$9.07K 0.09% 141
2020
Q4 		$212K Buy
+1,185
New +$210K 0.09% 135
2019
Q2 		– Sell
-1,185
Closed -$169K – 773
2019
Q1 		$169K Hold
1,185
– – 0.11% 123
2018
Q4 		$142K Buy
+1,185
New +$148K 0.11% 132

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthBridge Capital Management's SWK Position: Q1 2025 in Review

WealthBridge Capital Management sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 2,491 shares — an estimated $200K sold.

WealthBridge Capital Management first reported a position in SWK in Q4 2018 and held it in 18 quarters. The position peaked at $376K in Q3 2022. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • WealthBridge Capital Management reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,491 Stanley Black & Decker shares in Q1 2025, an estimated $200K.
  • WealthBridge Capital Management first reported a position in Stanley Black & Decker in Q4 2018 and held it in 18 quarters.
  • WealthBridge Capital Management's Stanley Black & Decker position peaked at $376K in Q3 2022.
  • 746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on WealthBridge Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.