SWK STANLEY WORKS COM

Ownership history in OPPENHEIMER & CO INC  ·  76 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported STANLEY WORKS COM (SWK) in 76 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q3. The latest visible filing shows SWK at 0.00% 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 OPPENHEIMER & CO INC's position in STANLEY WORKS 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 OPPENHEIMER & 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 3,038 -41 -1.3% 0.00% $226K 2025-11-06 $65.96
2025 Q2 ADDED 3,079 +350 +12.8% 0.00% $209K 2025-07-31 $65.39
2024 Q4 REDUCED 2,729 -1,095 -28.6% 0.00% $219K 2025-02-05 $80.90
2024 Q3 REDUCED 3,824 -260 -6.4% 0.01% $421K 2024-11-05 $90.54
2024 Q2 REDUCED 4,084 -454 -10.0% 0.01% $326K 2024-08-08 $87.72
2024 Q1 REDUCED 4,538 -449 -9.0% 0.01% $444K 2024-05-07 $80.32
2023 Q4 REDUCED 4,987 -1,321 -20.9% 0.01% $489K 2024-02-13 $79.43
2023 Q3 REDUCED 6,308 -338 -5.1% 0.01% $527K 2023-11-08 $77.41
68 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & 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 OPPENHEIMER & CO INC reported owning SWK?

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

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

The largest reported portfolio weight for SWK was 0.01% in 2023 Q3.

What is the latest reported SWK position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 3,038 shares, equal to 0.00% of portfolio, with an estimated market value of $226K.

What does the chart on this SWK ownership page compare?

The chart compares OPPENHEIMER & 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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