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WealthTrust Axiom’s Stanley Black & Decker SWK Stock Holding History

WealthTrust Axiom’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 		– Sell
-3,938
Closed -$293K – 293
2025
Q4 		$293K Sell
3,938
-50
-1% -$3.52K 0.08% 198
2025
Q3 		$296K Buy
3,988
+100
+3% +$7.33K 0.08% 193
2025
Q2 		$263K Buy
+3,888
New +$251K 0.08% 202

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

WealthTrust Axiom's SWK Position: Q1 2026 in Review

WealthTrust Axiom sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 3,938 shares — an estimated $293K sold.

WealthTrust Axiom first reported a position in SWK in Q2 2025 and held it in 3 quarters. The position peaked at $296K in Q3 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • WealthTrust Axiom reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • WealthTrust Axiom sold 3,938 Stanley Black & Decker shares in Q1 2026, an estimated $293K.
  • WealthTrust Axiom first reported a position in Stanley Black & Decker in Q2 2025 and held it in 3 quarters.
  • WealthTrust Axiom's Stanley Black & Decker position peaked at $296K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.