Cherry Tree Wealth Management, LLC
Position in SWK — Stanley Black & Decker, Inc.
CIK 1985414
MINNETONKA, MN
Position in SWK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$213
-$9 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $13,890 across 2 Tools & Accessories names. SWK ranks #2 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TKR |
Timken Co
|
136 | $13,677 | |
| 2 | SWK |
Stanley Black & Decker, Inc.
This page
|
3 | $213 |
All Filings in SWK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213 | 3 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $222 | 3 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $222 | 3 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $203 | 3 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $230 | 3 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $240 | 3 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $330 | 3 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239 | 3 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $293 | 3 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $294 | 3 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250 | 3 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $281 | 3 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||