Essex Financial Services’s Stanley Black & Decker SWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.41M Sell
19,878
-728
-4% -$58.5K 0.08% 211
2025
Q4
$1.53M Sell
20,606
-352
-2% -$24.8K 0.09% 204
2025
Q3
$1.56M Sell
20,958
-3,366
-14% -$247K 0.09% 192
2025
Q2
$1.65M Buy
24,324
+459
+2% +$29.6K 0.11% 174
2025
Q1
$1.83M Sell
23,865
-1,035
-4% -$87.2K 0.13% 153
2024
Q4
$2M Buy
24,900
+2,373
+11% +$220K 0.14% 136
2024
Q3
$2.36M Sell
22,527
-1,338
-6% -$128K 0.17% 116
2024
Q2
$2.25M Buy
23,865
+5,819
+32% +$512K 0.17% 116
2024
Q1
$1.77M Buy
18,046
+374
+2% +$34.5K 0.16% 128
2023
Q4
$1.73M Buy
17,672
+17
+0.1% +$1.5K 0.18% 119
2023
Q3
$1.48M Sell
17,655
-254
-1% -$23.5K 0.17% 127
2023
Q2
$1.68M Buy
17,909
+4,825
+37% +$399K 0.19% 111
2023
Q1
$1.05M Buy
13,084
+1,107
+9% +$93.2K 0.11% 176
2022
Q4
$899K Buy
11,977
+188
+2% +$14.7K 0.1% 193
2022
Q3
$887K Sell
11,789
-947
-7% -$91.1K 0.11% 179
2022
Q2
$1.34M Buy
12,736
+805
+7% +$99K 0.15% 137
2022
Q1
$1.67M Sell
11,931
-131
-1% -$21.6K 0.16% 135
2021
Q4
$2.27M Sell
12,062
-456
-4% -$84.2K 0.22% 95
2021
Q3
$2.19M Sell
12,518
-601
-5% -$117K 0.25% 94
2021
Q2
$2.62M Hold
13,119
0.38% 59
2021
Q1
$2.62M Buy
13,119
+229
+2% +$41.5K 0.47% 53
2020
Q4
$2.3M Sell
12,890
-383
-3% -$67.9K 0.46% 55
2020
Q3
$2.15M Sell
13,273
-74
-0.6% -$11.5K 0.53% 48
2020
Q2
$1.86M Sell
13,347
-1,228
-8% -$148K 0.57% 47
2020
Q1
$1.46M Buy
14,575
+1,192
+9% +$170K 0.52% 48
2019
Q4
$2.22M Buy
13,383
+5
+0% +$774 0.61% 51
2019
Q3
$1.93M Sell
13,378
-2,050
-13% -$290K 0.62% 46
2019
Q2
$2.23M Buy
15,428
+1
+0% +$141 0.66% 42
2019
Q1
$2.1M Sell
15,427
-911
-6% -$119K 0.63% 45
2018
Q4
$1.96M Buy
16,338
+2,421
+17% +$302K 0.6% 48
2018
Q3
$2.04M Buy
13,917
+332
+2% +$47.2K 0.45% 61
2018
Q2
$1.8M Buy
13,585
+984
+8% +$142K 0.43% 63
2018
Q1
$1.93M Sell
12,601
-1,077
-8% -$175K 0.38% 72
2017
Q4
$2.32M Sell
13,678
-603
-4% -$98.7K 0.55% 46
2017
Q3
$2.16M Buy
14,281
+1,088
+8% +$156K 0.53% 49
2017
Q2
$1.86M Buy
13,193
+1,173
+10% +$161K 0.39% 63
2017
Q1
$1.6M Buy
12,020
+224
+2% +$28.1K 0.37% 68
2016
Q4
$1.35M Buy
11,796
+420
+4% +$50K 0.29% 84
2016
Q3
$1.4M Sell
11,376
-5,896
-34% -$712K 0.33% 77
2016
Q2
$1.92M Sell
17,272
-397
-2% -$44.1K 0.46% 56
2016
Q1
$1.86M Buy
17,669
+105
+0.6% +$10.2K 0.46% 58
2015
Q4
$1.88M Buy
17,564
+344
+2% +$36.3K 0.45% 60
2015
Q3
$1.67M Sell
17,220
-213
-1% -$21.9K 0.43% 63
2015
Q2
$1.83M Buy
17,433
+3,036
+21% +$309K 0.47% 58
2015
Q1
$1.37M Sell
14,397
-1,497
-9% -$143K 0.35% 71
2014
Q4
$1.53M Sell
15,894
-172
-1% -$15.9K 0.4% 64
2014
Q3
$1.43M Buy
16,066
+3
+0% +$268 0.43% 59
2014
Q2
$1.41M Buy
16,063
+793
+5% +$67.6K 0.42% 58
2014
Q1
$1.24M Buy
15,270
+2,209
+17% +$177K 0.41% 61
2013
Q4
$1.05M Buy
13,061
+1,211
+10% +$99.1K 0.36% 70
2013
Q3
$1.07K Hold
11,850
0.34% 61
2013
Q2
$916K Buy
+11,850
New +$929K 0.32% 76

Other funds holding SWK

Essex Financial Services's SWK Position: Q1 2026 in Review

Essex Financial Services reduced its Stanley Black & Decker (SWK) stake by 3.5% in Q1 2026, selling an estimated $58.5K and leaving 19,878 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #211.

Essex Financial Services first reported a position in SWK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.62M in Q2 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Essex Financial Services held 19,878 shares of Stanley Black & Decker worth $1.41M as of Q1 2026.
  • Essex Financial Services sold 728 Stanley Black & Decker shares in Q1 2026, an estimated $58.5K.
  • Stanley Black & Decker made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #211 holding.
  • Essex Financial Services first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Stanley Black & Decker position peaked at $2.62M in Q2 2021.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.