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

JNBA 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 Q1	$19.5K	Hold	274	–	–	﹤0.01%	424
2025 Q4	$20.3K	Hold	274	–	–	﹤0.01%	418
2025 Q3	$20.4K	Hold	274	–	–	﹤0.01%	406
2025 Q2	$18.6K	Hold	274	–	–	﹤0.01%	404
2025 Q1	$21.1K	Hold	274	–	–	﹤0.01%	375
2024 Q4	$22K	Hold	274	–	–	﹤0.01%	378
2024 Q3	$30.2K	Hold	274	–	–	﹤0.01%	344
2024 Q2	$21.9K	Hold	274	–	–	﹤0.01%	373
2024 Q1	$26.8K	Hold	274	–	–	﹤0.01%	358
2023 Q4	$26.9K	Hold	274	–	–	﹤0.01%	358
2023 Q3	$22.9K	Buy	274 +31	+13%	+$2.87K	﹤0.01%	368
2023 Q2	$22.8K	Hold	243	–	–	﹤0.01%	375
2023 Q1	$19.6K	Hold	243	–	–	﹤0.01%	393
2022 Q4	$18.2K	Hold	243	–	–	﹤0.01%	382
2022 Q3	$18K	Hold	243	–	–	﹤0.01%	391
2022 Q2	$25K	Sell	243 -34	-12%	-$4.18K	﹤0.01%	367
2022 Q1	$39K	Hold	277	–	–	0.01%	318
2021 Q4	$52K	Buy	277 +1	+0.4%	+$185	0.01%	302
2021 Q3	$48K	Hold	276	–	–	0.01%	298
2021 Q2	$57K	Hold	276	–	–	0.01%	275
2021 Q1	$55K	Hold	276	–	–	0.01%	271
2020 Q4	$49K	Buy	276 +34	+14%	+$6.03K	0.01%	262
2020 Q3	$39K	Hold	242	–	–	0.01%	265
2020 Q2	$34K	Hold	242	–	–	0.01%	270
2020 Q1	$24K	Buy	242 +1	+0.4%	+$143	0.01%	295
2019 Q4	$40K	Hold	241	–	–	0.01%	275
2019 Q3	$35K	Hold	241	–	–	0.01%	273
2019 Q2	$35K	Hold	241	–	–	0.01%	275
2019 Q1	$33K	Hold	241	–	–	0.01%	273
2018 Q4	$29K	Sell	241 -36	-13%	-$4.49K	0.01%	262
2018 Q3	$41K	Buy	277 +37	+15%	+$5.26K	0.02%	243
2018 Q2	$32K	Hold	240	–	–	0.01%	275
2018 Q1	$37K	Hold	240	–	–	0.01%	253
2017 Q4	$41K	Hold	240	–	–	0.01%	240
2017 Q3	$36K	Hold	240	–	–	0.01%	241
2017 Q2	$34K	Buy	240 +1	+0.4%	+$137	0.01%	241
2017 Q1	$32K	Buy	239 +35	+17%	+$4.39K	0.01%	242
2016 Q4	$23K	Sell	204 -503	-71%	-$59.9K	0.01%	284
2016 Q3	$87K	Buy	707 +503	+247%	+$60.7K	0.01%	398
2016 Q2	$23K	Hold	204	–	–	0.01%	276
2016 Q1	$22K	Sell	204 -77	-27%	-$7.47K	0.01%	275
2015 Q4	$30K	Hold	281	–	–	0.01%	240
2015 Q3	$27K	Hold	281	–	–	0.01%	250
2015 Q2	$30K	Hold	281	–	–	0.01%	232
2015 Q1	$27K	Hold	281	–	–	0.01%	255
2014 Q4	$27K	Hold	281	–	–	0.01%	256
2014 Q3	$25K	Hold	281	–	–	0.01%	268
2014 Q2	$25K	Hold	281	–	–	0.01%	247
2014 Q1	$23K	Hold	281	–	–	0.01%	242
2013 Q4	$23K	Hold	281	–	–	0.01%	234
2013 Q3	$25K	Hold	281	–	–	0.02%	213
2013 Q2	$22K	Buy	+281	New	+$22K	0.02%	205

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

JNBA Financial Advisors's SWK Position: Q1 2026 in Review

JNBA Financial Advisors held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 274 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

JNBA Financial Advisors first reported a position in SWK in Q2 2013 and has held it in 52 quarters since. The position peaked at $87K in Q3 2016. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

JNBA Financial Advisors held 274 shares of Stanley Black & Decker worth $19.5K as of Q1 2026.
JNBA Financial Advisors left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #424 holding.
JNBA Financial Advisors first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Stanley Black & Decker position peaked at $87K in Q3 2016.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.