AE Wealth Management LLC

Position in SWK — Stanley Black & Decker, Inc.

CIK 1697723 TOPEKA, KS

Position in SWK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$284,613

-$3,522,329 QoQ

Shares Held

3,024

-93.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#485

of 766 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $5,080,463 across 5 Tools & Accessories names. SWK ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	7,149	$2,876,748
2	LECO	Lincoln Electric Holdings Inc	4,875	$1,294,347
3	TTC	Toro Co	4,119	$401,271
4	SWK	Stanley Black & Decker, Inc. This page	3,024	$284,613
5	RBC	RBC Bearings INC	347	$223,484

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,613	3,024	-93.9%	Shares	Other	2026-08-03
2025-03-31	$3,806,942	49,518	+1765.8%	Shares	Other	2025-05-06
2024-09-30	$292,283	2,654	-20.2%	Shares	Other	2024-11-14
2024-06-30	$265,553	3,324	+10.9%	Shares	Other	2024-08-12
2024-03-31	$293,496	2,997	-58.0%	Shares	Other	2024-05-15
2023-12-31	$700,434	7,140	+7.4%	Shares	Sole	2024-02-14
2023-09-30	$555,556	6,647	-17.3%	Shares	Sole	2023-10-11
2023-06-30	$753,240	8,038	+22.4%	Shares	Sole	2023-07-10
2023-03-31	$529,088	6,566	+18.3%	Shares	Sole	2023-04-14
2022-12-31	$416,991	5,551	+62.1%	Shares	Sole	2023-01-31
2022-06-30	$359,145	3,425	+110.8%	Shares	Sole	2022-08-03
2022-03-31	$227,158	1,625	-3.2%	Shares	Sole	2022-04-18
2021-12-31	$316,504	1,678	-34.7%	Shares	Sole	2022-01-20
2021-09-30	$450,546	2,570	+31.3%	Shares	Sole	2021-11-01
2021-06-30	$401,370	1,958	+20.0%	Shares	Sole	2021-07-21
2021-03-31	$325,861	1,632	-83.6%	Shares	Sole	2021-04-27
2020-09-30	$1,613,241	9,946	+62.4%	Shares	Sole	2020-11-06
2020-06-30	$853,702	6,125	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.