SWK STANLEY WKS COM COM

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  32 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported STANLEY WKS COM COM (SWK) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows SWK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWE BROCKENBROUGH & CO INC's position in STANLEY WKS COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SWK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LOWE BROCKENBROUGH & CO INC held SWK — position size vs. price
% of Fund (quarterly)    SWK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,876 -239 -5.8% 0.01% $288K 2025-11-05 $68.06
2025 Q2 ADDED 4,115 +52 +1.3% 0.02% $279K 2025-08-11 $66.54
2025 Q1 ADDED 4,063 +11 +0.3% 0.02% $312K 2025-05-13 $70.44
2024 Q4 REDUCED 4,052 -1,978 -32.8% 0.02% $325K 2025-02-11 $82.48
2024 Q3 REDUCED 6,030 -558 -8.5% 0.04% $664K 2024-10-28 $96.36
2024 Q2 REDUCED 6,588 -1,493 -18.5% 0.04% $526K 2024-08-12 $86.38
2024 Q1 REDUCED 8,081 -524 -6.1% 0.05% $791K 2024-05-15 $84.09
2023 Q4 REDUCED 8,605 -54 -0.6% 0.07% $844K 2024-02-14 $80.84
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO INC and SWK

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOWE BROCKENBROUGH & CO INC reported owning SWK?

LOWE BROCKENBROUGH & CO INC reported SWK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SWK position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for SWK was 0.07% in 2023 Q4.

What is the latest reported SWK position on this page?

The most recent filing on this page is 2025 Q3, when LOWE BROCKENBROUGH & CO INC reported 3,876 shares, equal to 0.01% of portfolio, with an estimated market value of $288K.

What does the chart on this SWK ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC's quarterly SWK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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