WIM
SWK icon

WealthPlan Investment Management’s Stanley Black & Decker SWK Stock Holding History

WealthPlan Investment 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
2024
Q4 		– Sell
-2,010
Closed -$221K – 282
2024
Q3 		$221K Buy
+2,010
New +$193K 0.02% 234
2024
Q2 		– Sell
-2,187
Closed -$214K – 195
2024
Q1 		$214K Sell
2,187
-129
-6% -$11.9K 0.03% 174
2023
Q4 		$227K Sell
2,316
-2,781
-55% -$245K 0.04% 176
2023
Q3 		$426K Buy
5,097
+1,850
+57% +$171K 0.08% 120
2023
Q2 		$304K Sell
3,247
-10,753
-77% -$890K 0.09% 113
2023
Q1 		$1.13M Sell
14,000
-17,328
-55% -$1.46M 0.19% 83
2022
Q4 		$2.8M Sell
31,328
-135,261
-81% -$10.6M 0.2% 104
2022
Q3 		$12.9M Buy
+166,589
New +$16M 0.94% 40
2022
Q1 		$12.9M Buy
+107,237
New +$17.7M 0.89% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's SWK Position: Q4 2024 in Review

WealthPlan Investment Management sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,010 shares — an estimated $221K sold.

WealthPlan Investment Management first reported a position in SWK in Q1 2022 and held it in 9 quarters. The position peaked at $12.9M in Q1 2022. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • WealthPlan Investment Management reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,010 Stanley Black & Decker shares in Q4 2024, an estimated $221K.
  • WealthPlan Investment Management first reported a position in Stanley Black & Decker in Q1 2022 and held it in 9 quarters.
  • WealthPlan Investment Management's Stanley Black & Decker position peaked at $12.9M in Q1 2022.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.