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

Westside 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
2026 Q2	$10.5K	Sell	112 -6	-5%	-$470	﹤0.01%	1105
2026 Q1	$8.11K	Hold	118	–	–	﹤0.01%	1163
2025 Q4	$9.01K	Buy	118 +6	+5%	+$423	﹤0.01%	1113
2025 Q3	$8.24K	Buy	+112	New	+$8.21K	﹤0.01%	1153
2025 Q2	–	Sell	-28	Closed	-$2.19K	–	1319
2025 Q1	$2.19K	Hold	28	–	–	﹤0.01%	887
2024 Q4	$2.29K	Hold	28	–	–	﹤0.01%	884
2024 Q3	$3.14K	Hold	28	–	–	﹤0.01%	846
2024 Q2	$2.28K	Hold	28	–	–	﹤0.01%	876
2024 Q1	$2.79K	Sell	28 -29	-51%	-$2.67K	﹤0.01%	797
2023 Q4	$5.59K	Hold	57	–	–	﹤0.01%	682
2023 Q3	$4.76K	Buy	+57	New	+$5.28K	﹤0.01%	695
2018 Q1	–	Sell	-109	Closed	-$18.8K	–	848
2017 Q4	$18.8K	Sell	109 -11	-9%	-$1.8K	0.01%	419
2017 Q3	$18.8K	Hold	120	–	–	0.01%	404
2017 Q2	$17.5K	Hold	120	–	–	0.01%	408
2017 Q1	$15.7K	Hold	120	–	–	0.01%	396
2016 Q4	$14.2K	Buy	+120	New	+$14.3K	0.01%	332

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westside Investment Management's SWK Position: Q2 2026 in Review

Westside Investment Management reduced its Stanley Black & Decker (SWK) stake by 5.1% in Q2 2026, selling an estimated $470 and leaving 112 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Westside Investment Management first reported a position in SWK in Q4 2016 and has held it in 16 quarters since. The position peaked at $18.8K in Q4 2017. 774 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Westside Investment Management held 112 shares of Stanley Black & Decker worth $10.5K as of Q2 2026.
Westside Investment Management sold 6 Stanley Black & Decker shares in Q2 2026, an estimated $470.
Stanley Black & Decker made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1105 holding.
Westside Investment Management first reported a position in Stanley Black & Decker in Q4 2016 and has held it in 16 quarters since.
Westside Investment Management's Stanley Black & Decker position peaked at $18.8K in Q4 2017.
774 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.