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Benedict Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

Benedict Financial Advisors’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464K Sell
4,925
-683
-12% -$53.5K 0.09% 113
2026
Q1 		$399K Sell
5,608
-168
-3% -$13.5K 0.08% 117
2025
Q4 		$429K Sell
5,776
-274
-5% -$19.3K 0.09% 113
2025
Q3 		$450K Buy
6,050
+144
+2% +$10.6K 0.1% 109
2025
Q2 		$400K Buy
5,906
+15
+0.3% +$968 0.09% 105
2025
Q1 		$453K Sell
5,891
-68
-1% -$5.73K 0.11% 105
2024
Q4 		$478K Sell
5,959
-303
-5% -$28.1K 0.12% 104
2024
Q3 		$690K Sell
6,262
-168
-3% -$16.1K 0.16% 100
2024
Q2 		$514K Sell
6,430
-387
-6% -$34.1K 0.13% 105
2024
Q1 		$668K Buy
6,817
+42
+0.6% +$3.87K 0.17% 102
2023
Q4 		$665K Sell
6,775
-21
-0.3% -$1.85K 0.18% 98
2023
Q3 		$568K Buy
6,796
+44
+0.7% +$4.08K 0.16% 101
2023
Q2 		$633K Sell
6,752
-972
-13% -$80.5K 0.17% 99
2023
Q1 		$622K Sell
7,724
-219
-3% -$18.4K 0.18% 98
2022
Q4 		$597K Sell
7,943
-3,597
-31% -$281K 0.18% 93
2022
Q3 		$868K Sell
11,540
-139
-1% -$13.4K 0.28% 88
2022
Q2 		$1.23M Buy
11,679
+1,542
+15% +$190K 0.36% 84
2022
Q1 		$1.42M Buy
10,137
+340
+3% +$56.2K 0.38% 82
2021
Q4 		$1.85M Buy
9,797
+213
+2% +$39.3K 0.48% 73
2021
Q3 		$1.68M Buy
9,584
+178
+2% +$34.7K 0.47% 73
2021
Q2 		$1.93M Buy
9,406
+168
+2% +$34.8K 0.54% 67
2021
Q1 		$1.84M Buy
9,238
+193
+2% +$35K 0.53% 68
2020
Q4 		$1.61M Sell
9,045
-13
-0.1% -$2.31K 0.58% 57
2020
Q3 		$1.47M Buy
9,058
+26
+0.3% +$4.05K 0.57% 58
2020
Q2 		$1.26M Buy
9,032
+94
+1% +$11.3K 0.52% 63
2020
Q1 		$894K Buy
8,938
+383
+4% +$54.7K 0.42% 73
2019
Q4 		$1.42M Buy
8,555
+96
+1% +$14.9K 0.55% 59
2019
Q3 		$1.22M Buy
8,459
+242
+3% +$34.2K 0.5% 68
2019
Q2 		$1.19M Buy
8,217
+74
+0.9% +$10.4K 0.5% 68
2019
Q1 		$1.11M Buy
8,143
+395
+5% +$51.5K 0.48% 68
2018
Q4 		$928K Buy
7,748
+468
+6% +$58.4K 0.46% 70
2018
Q3 		$1.07M Buy
7,280
+52
+0.7% +$7.4K 0.48% 70
2018
Q2 		$960K Buy
7,228
+33
+0.5% +$4.75K 0.47% 70
2018
Q1 		$1.1M Buy
7,195
+99
+1% +$16.1K 0.55% 63
2017
Q4 		$1.2M Buy
7,096
+521
+8% +$85.3K 0.58% 59
2017
Q3 		$993K Buy
6,575
+520
+9% +$74.8K 0.51% 62
2017
Q2 		$889K Buy
6,055
+1,928
+47% +$264K 0.46% 62
2017
Q1 		$548K Buy
+4,127
New +$518K 0.3% 72

Other funds holding SWK

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Benedict Financial Advisors's SWK Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Stanley Black & Decker (SWK) stake by 12% in Q2 2026, selling an estimated $53.5K and leaving 4,925 shares worth $464K. The position accounts for 0.09% of the portfolio, ranked #113.

Benedict Financial Advisors first reported a position in SWK in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.93M in Q2 2021. 103 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Benedict Financial Advisors held 4,925 shares of Stanley Black & Decker worth $464K as of Q2 2026.
  • Benedict Financial Advisors sold 683 Stanley Black & Decker shares in Q2 2026, an estimated $53.5K.
  • Stanley Black & Decker made up 0.09% of Benedict Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • Benedict Financial Advisors first reported a position in Stanley Black & Decker in Q1 2017 and has held it in 38 quarters since.
  • Benedict Financial Advisors's Stanley Black & Decker position peaked at $1.93M in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.