Integrated Wealth Concepts LLC
Position in SWK — Stanley Black & Decker, Inc.
CIK 1737109
WALTHAM, MA
Position in SWK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,845,504
+$1,022,274 QoQ
Shares Held
19,608
+69.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#242
of 766 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $15,886,764 across 9 Tools & Accessories names. SWK ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
22,855 | $9,196,852 | |
| 2 | TTC |
Toro Co
|
20,953 | $2,041,241 | |
| 3 | RBC |
RBC Bearings INC
|
2,949 | $1,899,332 | |
| 4 | SWK |
Stanley Black & Decker, Inc.
This page
|
19,608 | $1,845,504 | |
| 5 | LECO |
Lincoln Electric Holdings Inc
|
2,795 | $742,100 | |
| 6 | TKR |
Timken Co
|
620 | $90,098 | |
| 7 | KMT |
Kennametal Inc
|
1,256 | $44,022 | |
| 8 | HLMN |
Hillman Solutions Corp.
|
2,975 | $25,109 |
All Filings in SWK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,845,504 | 19,608 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $823,230 | 11,585 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $258,048 | 3,474 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $270,709 | 3,642 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $399,386 | 5,895 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $542,619 | 7,058 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $576,562 | 7,181 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $698,774 | 6,345 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $591,825 | 7,408 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $706,956 | 7,219 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $658,937 | 6,717 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $644,067 | 7,706 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $717,724 | 7,659 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $615,872 | 7,643 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $412,709 | 5,494 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $457,352 | 6,081 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $586,796 | 5,596 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $826,718 | 5,914 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,116,441 | 5,919 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,144,949 | 6,531 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $441,138 | 2,152 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $426,894 | 2,138 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $376,761 | 2,110 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $351,163 | 2,165 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $290,607 | 2,085 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||