JWCA
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J.W. Cole Advisors’s Stanley Black & Decker SWK Stock Holding History

J.W. Cole 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
Q1 		– Sell
-3,559
Closed -$264K – 1389
2025
Q4 		$264K Sell
3,559
-731
-17% -$51.5K 0.01% 1164
2025
Q3 		$319K Buy
4,290
+415
+11% +$30.4K 0.01% 1188
2025
Q2 		$263K Buy
3,875
+11
+0.3% +$710 0.01% 1204
2025
Q1 		$297K Buy
+3,864
New +$326K 0.01% 968
2024
Q4 		– Sell
-2,885
Closed -$318K – 995
2024
Q3 		$318K Buy
+2,885
New +$277K 0.01% 750
2024
Q2 		– Sell
-4,818
Closed -$465K – 946
2024
Q1 		$465K Sell
4,818
-480
-9% -$44.2K 0.02% 548
2023
Q4 		$520K Buy
+5,298
New +$466K 0.03% 473
2023
Q3 		– Sell
-3,939
Closed -$369K – 795
2023
Q2 		$369K Buy
3,939
+131
+3% +$10.8K 0.03% 512
2023
Q1 		$307K Sell
3,808
-65
-2% -$5.47K 0.02% 595
2022
Q4 		$291K Sell
3,873
-568
-13% -$44.3K 0.02% 568
2022
Q3 		$334K Buy
4,441
+13
+0.3% +$1.25K 0.03% 500
2022
Q2 		$464K Buy
4,428
+2,037
+85% +$251K 0.04% 427
2022
Q1 		$334K Sell
2,391
-50
-2% -$8.26K 0.02% 585
2021
Q4 		$460K Buy
2,441
+36
+1% +$6.65K 0.03% 499
2021
Q3 		$422K Sell
2,405
-39
-2% -$7.61K 0.03% 287
2021
Q2 		$501K Buy
+2,444
New +$507K 0.04% 434
2020
Q4 		– Sell
-3,045
Closed -$494K – 858
2020
Q3 		$494K Buy
+3,045
New +$474K 0.04% 424
2020
Q1 		– Sell
-2,153
Closed -$357K – 455
2019
Q4 		$357K Buy
+2,153
New +$333K 0.05% 378

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J.W. Cole Advisors's SWK Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 3,559 shares — an estimated $264K sold.

J.W. Cole Advisors first reported a position in SWK in Q4 2019 and held it in 18 quarters. The position peaked at $520K in Q4 2023. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,559 Stanley Black & Decker shares in Q1 2026, an estimated $264K.
  • J.W. Cole Advisors first reported a position in Stanley Black & Decker in Q4 2019 and held it in 18 quarters.
  • J.W. Cole Advisors's Stanley Black & Decker position peaked at $520K in Q4 2023.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.