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Wills Financial Group’s Stanley Black & Decker SWK Stock Holding History

Wills Financial Group’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
-15,919
Closed -$1.75M – 66
2024
Q3 		$1.75M Sell
15,919
-777
-5% -$74.6K 0.74% 33
2024
Q2 		$1.33M Sell
16,696
-369
-2% -$32.5K 0.61% 36
2024
Q1 		$1.67M Buy
17,065
+57
+0.3% +$5.25K 0.79% 32
2023
Q4 		$1.67M Sell
17,008
-21
-0.1% -$1.85K 0.84% 33
2023
Q3 		$1.42M Buy
17,029
+5,358
+46% +$496K 0.77% 33
2023
Q2 		$1.09M Buy
11,671
+5,995
+106% +$496K 0.55% 37
2023
Q1 		$457K Buy
+5,676
New +$478K 0.25% 50

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

Wills Financial Group's SWK Position: Q4 2024 in Review

Wills Financial Group sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 15,919 shares — an estimated $1.75M sold.

Wills Financial Group first reported a position in SWK in Q1 2023 and held it in 7 quarters. The position peaked at $1.75M in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Wills Financial Group reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Wills Financial Group sold 15,919 Stanley Black & Decker shares in Q4 2024, an estimated $1.75M.
  • Wills Financial Group first reported a position in Stanley Black & Decker in Q1 2023 and held it in 7 quarters.
  • Wills Financial Group's Stanley Black & Decker position peaked at $1.75M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Wills Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.