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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

SWK holding history

Stanley Black & Decker, Inc. in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWK overviewAll 13F holders of SWKFull Q2 2026 holdings

Shares (Q2 2026)
4,920
Value
$463.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SWK by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,920$463.1K<0.1%+383+8.4%AddedHolders
Q1 20264,537$322.4K<0.1%−5−0.1%ReducedHolders
Q4 20254,542$337.4K<0.1%00.0%UnchangedHolders
Q3 20254,542$337.6K<0.1%−11−0.2%ReducedHolders
Q2 20254,553$308.5K<0.1%−889−16.3%ReducedHolders
Q1 20255,442$418.4K<0.1%−565−9.4%ReducedHolders
Q4 20246,007$482.3K<0.1%00.0%UnchangedHolders
Q3 20246,007$661.5K<0.1%+560+10.3%AddedHolders
Q2 20245,447$435.1K<0.1%−54−1.0%ReducedHolders
Q1 20245,501$538.7K<0.1%−51−0.9%ReducedHolders
Q4 20235,552$544.6K<0.1%−240−4.1%ReducedHolders
Q3 20235,792$484.1K<0.1%−548−8.6%ReducedHolders
Q2 20236,340$594.1K<0.1%+6,340NewHolders
Q4 20220$00.0%−6,963−100.0%Sold outHolders
Q3 20226,963$524.0K<0.1%+2,342+50.7%AddedHolders
Q2 20224,621$485.0K<0.1%−47−1.0%ReducedHolders
Q1 20224,668$653.0K<0.1%+392+9.2%AddedHolders
Q4 20214,276$806.0K<0.1%+654+18.1%AddedHolders
Q3 20213,622$635.0K<0.1%+106+3.0%AddedHolders
Q2 20213,516$721.0K<0.1%+210+6.4%AddedHolders
Q1 20213,306$660.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.