BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in SWK — Stanley Black & Decker, Inc.
CIK 2010186
CINCINNATI, OH
Position in SWK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$734,136
+$183,208 QoQ
Shares Held
7,800
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 766 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $3,196,571 across 5 Tools & Accessories names. SWK ranks #2 (23.0% of the industry book) .
All Filings in SWK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,136 | 7,800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $550,928 | 7,753 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $574,852 | 7,739 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $577,767 | 7,773 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $521,878 | 7,703 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $592,283 | 7,704 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $618,473 | 7,703 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $848,331 | 7,703 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $615,392 | 7,703 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $754,354 | 7,703 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $755,664 | 7,703 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $643,816 | 7,703 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $721,848 | 7,703 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $620,707 | 7,703 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $578,649 | 7,703 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $580,621 | 7,720 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $809,519 | 7,720 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,079,178 | 7,720 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,456,146 | 7,720 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $257,355 | 1,468 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $303,385 | 1,480 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $295,511 | 1,480 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $299,623 | 1,678 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $270,225 | 1,666 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $232,207 | 1,666 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $169,800 | 1,698 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||