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JFS Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

JFS Wealth 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 		$16.6K Sell
176
-62
-26% -$4.86K ﹤0.01% 817
2026
Q1 		$16.9K Buy
238
+9
+4% +$723 ﹤0.01% 780
2025
Q4 		$17K Buy
229
+179
+358% +$12.6K ﹤0.01% 799
2025
Q3 		$3.72K Buy
50
+13
+35% +$953 ﹤0.01% 1231
2025
Q2 		$2.51K Sell
37
-60
-62% -$3.87K ﹤0.01% 1337
2025
Q1 		$7.46K Sell
97
-1
-1% -$84 ﹤0.01% 981
2024
Q4 		$7.87K Buy
98
+13
+15% +$1.21K ﹤0.01% 939
2024
Q3 		$9.36K Buy
85
+3
+4% +$288 ﹤0.01% 878
2024
Q2 		$6.55K Buy
82
+5
+6% +$440 ﹤0.01% 948
2024
Q1 		$7.54K Buy
77
+1
+1% +$92 ﹤0.01% 917
2023
Q4 		$7.46K Hold
76
– – ﹤0.01% 890
2023
Q3 		$6.35K Buy
76
+25
+49% +$2.32K ﹤0.01% 896
2023
Q2 		$4.78K Sell
51
-18
-26% -$1.49K ﹤0.01% 1022
2023
Q1 		$5.56K Buy
69
+20
+41% +$1.68K ﹤0.01% 947
2022
Q4 		$3.68K Sell
49
-6
-11% -$468 ﹤0.01% 1119
2022
Q3 		$4K Buy
55
+18
+49% +$1.73K ﹤0.01% 1106
2022
Q2 		$4K Sell
37
-38
-51% -$4.67K ﹤0.01% 1119
2022
Q1 		$10K Buy
75
+18
+32% +$2.97K ﹤0.01% 796
2021
Q4 		$11K Hold
57
– – ﹤0.01% 678
2021
Q3 		$10K Buy
57
+15
+36% +$2.92K ﹤0.01% 644
2021
Q2 		$9K Hold
42
– – ﹤0.01% 458
2021
Q1 		$8K Hold
42
– – ﹤0.01% 441
2020
Q4 		$7K Buy
+42
New +$7.45K ﹤0.01% 447
2016
Q2 		– Sell
-13
Closed -$1K – 604
2016
Q1 		$1K Buy
+13
New +$1.26K ﹤0.01% 598

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's SWK Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Stanley Black & Decker (SWK) stake by 26% in Q2 2026, selling an estimated $4.86K and leaving 176 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

JFS Wealth Advisors first reported a position in SWK in Q1 2016 and has held it in 24 quarters since. The position peaked at $17K in Q4 2025. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • JFS Wealth Advisors held 176 shares of Stanley Black & Decker worth $16.6K as of Q2 2026.
  • JFS Wealth Advisors sold 62 Stanley Black & Decker shares in Q2 2026, an estimated $4.86K.
  • Stanley Black & Decker made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #817 holding.
  • JFS Wealth Advisors first reported a position in Stanley Black & Decker in Q1 2016 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Stanley Black & Decker position peaked at $17K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.