Whittier Trust’s Stanley Black & Decker SWK Stock Holding History

Whittier Trust’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	$37.2K	Hold	547	–	–	﹤0.01%	887
2025 Q4	$44.2K	Buy	547 +250	+84%	+$17.6K	﹤0.01%	890
2025 Q3	$22.4K	Hold	297	–	–	﹤0.01%	983
2025 Q2	$20.1K	Hold	297	–	–	﹤0.01%	1105
2025 Q1	$22.8K	Sell	297 -186	-39%	-$15.7K	﹤0.01%	1078
2024 Q4	$38.8K	Sell	483 -417	-46%	-$38.7K	﹤0.01%	973
2024 Q3	$99.1K	Hold	900	–	–	﹤0.01%	795
2024 Q2	$71.9K	Sell	900 -26	-3%	-$2.29K	﹤0.01%	846
2024 Q1	$90.7K	Sell	926 -29	-3%	-$2.67K	﹤0.01%	804
2023 Q4	$93.7K	Sell	955 -19	-2%	-$1.67K	﹤0.01%	783
2023 Q3	$81.4K	Buy	974 +16	+2%	+$1.48K	﹤0.01%	814
2023 Q2	$89.8K	Sell	958 -17	-2%	-$1.41K	﹤0.01%	802
2023 Q1	$78.6K	Buy	975 +63	+7%	+$5.3K	﹤0.01%	873
2022 Q4	$68.5K	Buy	912 +240	+36%	+$18.7K	﹤0.01%	902
2022 Q3	$51K	Sell	672 -67	-9%	-$6.45K	﹤0.01%	960
2022 Q2	$77K	Buy	739 +20	+3%	+$2.46K	﹤0.01%	867
2022 Q1	$101K	Buy	719 +9	+1%	+$1.49K	﹤0.01%	821
2021 Q4	$134K	Hold	710	–	–	﹤0.01%	765
2021 Q3	$124K	Buy	710 +305	+75%	+$59.5K	﹤0.01%	735
2021 Q2	$83K	Hold	405	–	–	﹤0.01%	836
2021 Q1	$81K	Buy	405 +74	+22%	+$13.4K	﹤0.01%	822
2020 Q4	$59K	Hold	331	–	–	﹤0.01%	816
2020 Q3	$54K	Buy	331 +54	+19%	+$8.41K	﹤0.01%	816
2020 Q2	$39K	Sell	277 -6	-2%	-$724	﹤0.01%	839
2020 Q1	$28K	Buy	283 +22	+8%	+$3.14K	﹤0.01%	919
2019 Q4	$43K	Buy	261 +132	+102%	+$20.4K	﹤0.01%	879
2019 Q3	$19K	Buy	129 +17	+15%	+$2.4K	﹤0.01%	1035
2019 Q2	$16K	Hold	112	–	–	﹤0.01%	998
2019 Q1	$15K	Hold	112	–	–	﹤0.01%	1004
2018 Q4	$13K	Hold	112	–	–	﹤0.01%	1048
2018 Q3	$16K	Hold	112	–	–	﹤0.01%	985
2018 Q2	$15K	Hold	112	–	–	﹤0.01%	976
2018 Q1	$17K	Sell	112 -3	-3%	-$487	﹤0.01%	973
2017 Q4	$20K	Buy	115 +3	+3%	+$491	﹤0.01%	925
2017 Q3	$17K	Sell	112 -33	-23%	-$4.75K	﹤0.01%	938
2017 Q2	$20K	Hold	145	–	–	﹤0.01%	878
2017 Q1	$19K	Buy	145 +139	+2,317%	+$17.4K	﹤0.01%	899
2016 Q4	$1K	Buy	+6	New	+$715	﹤0.01%	1165
2016 Q1	–	Sell	-75	Closed	-$8K	–	1221
2015 Q4	$8K	Buy	75 +71	+1,775%	+$7.49K	﹤0.01%	993
2015 Q3	$0	Hold	4	–	–	﹤0.01%	1225
2015 Q2	$0	Hold	4	–	–	﹤0.01%	1278
2015 Q1	$0	Sell	4 -3	-43%	-$287	﹤0.01%	1240
2014 Q4	$1K	Buy	7 +4	+133%	+$369	﹤0.01%	1055
2014 Q3	$0	Buy	+3	New	+$268	﹤0.01%	1064

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whittier Trust's SWK Position: Q1 2026 in Review

Whittier Trust held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 547 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Whittier Trust first reported a position in SWK in Q3 2014 and has held it in 44 quarters since. The position peaked at $134K in Q4 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Whittier Trust held 547 shares of Stanley Black & Decker worth $37.2K as of Q1 2026.
Whittier Trust left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #887 holding.
Whittier Trust first reported a position in Stanley Black & Decker in Q3 2014 and has held it in 44 quarters since.
Whittier Trust's Stanley Black & Decker position peaked at $134K in Q4 2021.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.