De Burlo Group’s Stanley Black & Decker SWK Stock Holding History

De Burlo Group’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 Q1	$8.67M	Sell	121,995 -85,292	-41%	-$6.85M	1.96%	20
2025 Q4	$15.4M	Sell	207,287 -55,718	-21%	-$3.92M	1.87%	21
2025 Q3	$19.5M	Buy	263,005 +160,800	+157%	+$11.8M	2.36%	21
2025 Q2	$6.92M	Sell	102,205 -99,380	-49%	-$6.41M	0.91%	31
2025 Q1	$15.5M	Buy	201,585 +53,785	+36%	+$4.53M	2.29%	18
2024 Q4	$11.9M	Buy	147,800 +70,300	+91%	+$6.52M	1.58%	25
2024 Q3	$8.54M	Buy	+77,500	New	+$7.44M	1.05%	28
2020 Q1	–	Sell	-74,000	Closed	-$12.3M	–	83
2019 Q4	$12.3M	Buy	74,000 +51,300	+226%	+$7.94M	2.48%	14
2019 Q3	$3.28M	Buy	+22,700	New	+$3.21M	0.74%	34

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

De Burlo Group's SWK Position: Q1 2026 in Review

De Burlo Group reduced its Stanley Black & Decker (SWK) stake by 41% in Q1 2026, selling an estimated $6.85M and leaving 121,995 shares worth $8.67M. The position accounts for 1.96% of the portfolio, ranked #20.

De Burlo Group first reported a position in SWK in Q3 2019 and has held it in 9 quarters since. The position peaked at $19.5M in Q3 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

De Burlo Group held 121,995 shares of Stanley Black & Decker worth $8.67M as of Q1 2026.
De Burlo Group sold 85,292 Stanley Black & Decker shares in Q1 2026, an estimated $6.85M.
Stanley Black & Decker made up 1.96% of De Burlo Group's portfolio in Q1 2026, its #20 holding.
De Burlo Group first reported a position in Stanley Black & Decker in Q3 2019 and has held it in 9 quarters since.
De Burlo Group's Stanley Black & Decker position peaked at $19.5M in Q3 2025.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.