SWK Stanley Black & Decker Inc

Ownership history in Monte Financial Group, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Monte Financial Group, LLC reported a position in Stanley Black & Decker Inc (SWK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.77% (2024 Q3)
Avg. % of fund
1.33%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 71,218 -1,686 -2.3% 1.97% $5.3M $73.46
2025 Q3 ADDED 72,904 +569 +0.8% 1.99% $5.4M $72.66
2025 Q2 REDUCED 72,335 -7,044 -8.9% 1.90% $4.9M $65.49
2025 Q1 ADDED 79,379 +16,673 +26.6% 1.99% $4.5M $73.36
2024 Q4 ADDED 62,706 +2,045 +3.4% 2.16% $5.0M $75.87
2024 Q3 REDUCED 60,661 -1,004 -1.6% 2.77% $6.7M $103.11
2024 Q2 ADDED 61,665 +4,242 +7.4% 2.18% $4.9M $74.20
2024 Q1 REDUCED 57,423 -69 -0.1% 2.46% $5.6M $90.11
2023 Q4 ADDED 57,492 +644 +1.1% 2.63% $5.6M $89.45
2023 Q3 REDUCED 56,848 -126 -0.2% 2.40% $4.8M $75.54
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SWK price (monthly, adj. close)
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