Welch & Forbes’s Stanley Black & Decker SWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,351
Closed -$269K 384
2024
Q4
$269K Sell
3,351
-21
-0.6% -$1.95K ﹤0.01% 339
2024
Q3
$371K Hold
3,372
﹤0.01% 315
2024
Q2
$273K Sell
3,372
-861
-20% -$75.8K ﹤0.01% 339
2024
Q1
$415K Sell
4,233
-279
-6% -$25.7K 0.01% 305
2023
Q4
$443K Sell
4,512
-935
-17% -$82.3K 0.01% 297
2023
Q3
$455K Sell
5,447
-4,189
-43% -$388K 0.01% 292
2023
Q2
$903K Sell
9,636
-1,615
-14% -$134K 0.01% 239
2023
Q1
$907K Sell
11,251
-6,001
-35% -$505K 0.02% 239
2022
Q4
$1.3M Sell
17,252
-156,496
-90% -$12.2M 0.02% 199
2022
Q3
$13.1M Sell
173,748
-11,513
-6% -$1.11M 0.26% 85
2022
Q2
$19.4M Sell
185,261
-35,722
-16% -$4.39M 0.36% 76
2022
Q1
$30.9M Buy
220,983
+6,062
+3% +$1M 0.49% 56
2021
Q4
$40.5M Buy
214,921
+9,810
+5% +$1.81M 0.61% 47
2021
Q3
$36M Buy
205,111
+6,812
+3% +$1.33M 0.6% 48
2021
Q2
$40.6M Buy
198,299
+1,712
+0.9% +$355K 0.69% 41
2021
Q1
$39.3M Buy
196,587
+8,623
+5% +$1.56M 0.72% 41
2020
Q4
$33.6M Sell
187,964
-4,588
-2% -$814K 0.66% 45
2020
Q3
$31.2M Buy
192,552
+3,515
+2% +$547K 0.67% 45
2020
Q2
$26.3M Sell
189,037
-3,571
-2% -$431K 0.62% 49
2020
Q1
$19.3M Buy
192,608
+453
+0.2% +$64.7K 0.54% 54
2019
Q4
$31.8M Buy
192,155
+1,944
+1% +$301K 0.71% 46
2019
Q3
$27.5M Sell
190,211
-2,291
-1% -$324K 0.66% 50
2019
Q2
$27.8M Sell
192,502
-919
-0.5% -$129K 0.68% 48
2019
Q1
$26.3M Buy
193,421
+7,917
+4% +$1.03M 0.66% 51
2018
Q4
$22.2M Sell
185,504
-15,501
-8% -$1.93M 0.63% 52
2018
Q3
$29.4M Buy
201,005
+11,006
+6% +$1.57M 0.7% 48
2018
Q2
$25.2M Buy
189,999
+23,625
+14% +$3.4M 0.65% 51
2018
Q1
$25.5M Buy
166,374
+22,325
+15% +$3.62M 0.66% 54
2017
Q4
$24.4M Buy
144,049
+3,338
+2% +$546K 0.65% 49
2017
Q3
$21.2M Buy
140,711
+12,255
+10% +$1.76M 0.56% 63
2017
Q2
$18.1M Buy
128,456
+11,362
+10% +$1.56M 0.51% 73
2017
Q1
$15.6M Buy
117,094
+54,402
+87% +$6.82M 0.45% 75
2016
Q4
$7.19M Buy
62,692
+5,506
+10% +$656K 0.22% 108
2016
Q3
$7.03M Buy
57,186
+7,987
+16% +$964K 0.24% 96
2016
Q2
$5.47M Buy
49,199
+1,041
+2% +$116K 0.17% 115
2016
Q1
$5.07M Buy
48,158
+2,805
+6% +$272K 0.16% 122
2015
Q4
$4.84M Buy
45,353
+2,775
+7% +$293K 0.16% 118
2015
Q3
$4.13M Buy
42,578
+3,471
+9% +$357K 0.14% 124
2015
Q2
$4.12M Buy
39,107
+250
+0.6% +$25.5K 0.13% 134
2015
Q1
$3.71M Sell
38,857
-1,050
-3% -$101K 0.11% 139
2014
Q4
$3.83M Sell
39,907
-828
-2% -$76.4K 0.11% 137
2014
Q3
$3.62M Sell
40,735
-803
-2% -$71.8K 0.11% 141
2014
Q2
$3.65M Sell
41,538
-14
-0% -$1.19K 0.12% 125
2014
Q1
$3.38M Sell
41,552
-1,150
-3% -$92.2K 0.11% 135
2013
Q4
$3.45M Sell
42,702
-500
-1% -$40.9K 0.11% 133
2013
Q3
$3.91M Sell
43,202
-600
-1% -$51.4K 0.13% 130
2013
Q2
$3.39M Buy
+43,802
New +$3.43M 0.12% 129

Other funds holding SWK

Welch & Forbes's SWK Position: Q1 2025 in Review

Welch & Forbes sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 3,351 shares — an estimated $269K sold.

Welch & Forbes first reported a position in SWK in Q2 2013 and held it in 47 quarters. The position peaked at $40.6M in Q2 2021. 747 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Welch & Forbes reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Welch & Forbes sold 3,351 Stanley Black & Decker shares in Q1 2025, an estimated $269K.
  • Welch & Forbes first reported a position in Stanley Black & Decker in Q2 2013 and held it in 47 quarters.
  • Welch & Forbes's Stanley Black & Decker position peaked at $40.6M in Q2 2021.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Welch & Forbes's 13F filing for Q1 2025, filed 2 May 2025.