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

Brendel 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	–	Sell	-45,070	Closed	-$3.2M	–	114
2026 Q1	$3.2M	Buy	+45,070	New	+$3.62M	1.58%	30
2025 Q4	–	Sell	-46,449	Closed	-$3.45M	–	118
2025 Q3	$3.45M	Buy	+46,449	New	+$3.41M	1.77%	24
2023 Q2	–	Sell	-42,185	Closed	-$3.4M	–	88
2023 Q1	$3.4M	Buy	+42,185	New	+$3.55M	2.51%	9
2021 Q3	–	Sell	-5,844	Closed	-$1.2M	–	252
2021 Q2	$1.2M	Buy	+5,844	New	+$1.21M	0.66%	46
2020 Q4	–	Sell	-20,786	Closed	-$3.37M	–	90
2020 Q3	$3.37M	Buy	20,786 +976	+5%	+$152K	2.7%	9
2020 Q2	$2.76M	Buy	+19,810	New	+$2.39M	2.38%	12

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Brendel Financial Advisors sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 45,070 shares — an estimated $3.2M sold.

Brendel Financial Advisors first reported a position in SWK in Q2 2020 and held it in 6 quarters. The position peaked at $3.45M in Q3 2025. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Brendel Financial Advisors reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
Brendel Financial Advisors sold 45,070 Stanley Black & Decker shares in Q2 2026, an estimated $3.2M.
Brendel Financial Advisors first reported a position in Stanley Black & Decker in Q2 2020 and held it in 6 quarters.
Brendel Financial Advisors's Stanley Black & Decker position peaked at $3.45M in Q3 2025.
776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.