Jones Financial Companies
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Jones Financial Companies’s Stanley Black & Decker SWK Stock Holding History

Jones Financial Companies’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 		$7.69M Buy
111,646
+13,738
+14% +$1.1M ﹤0.01% 917
2025
Q4 		$7.27M Buy
97,908
+7,197
+8% +$507K ﹤0.01% 534
2025
Q3 		$6.7M Buy
90,711
+6,390
+8% +$469K ﹤0.01% 494
2025
Q2 		$5.7M Buy
84,321
+7,631
+10% +$493K ﹤0.01% 462
2025
Q1 		$5.86M Buy
76,690
+12,551
+20% +$1.06M 0.01% 391
2024
Q4 		$5.15M Buy
64,139
+22,156
+53% +$2.05M ﹤0.01% 360
2024
Q3 		$4.61M Buy
41,983
+21,251
+103% +$2.04M ﹤0.01% 303
2024
Q2 		$1.66M Buy
20,732
+13,311
+179% +$1.17M ﹤0.01% 350
2024
Q1 		$727K Buy
7,421
+6,680
+901% +$616K ﹤0.01% 296
2023
Q4 		$72.7K Buy
741
+694
+1,477% +$61.1K ﹤0.01% 435
2023
Q3 		$3.93K Hold
47
– – ﹤0.01% 525
2023
Q2 		$4.4K Hold
47
– – ﹤0.01% 497
2023
Q1 		$3.79K Sell
47
-136
-74% -$11.5K ﹤0.01% 532
2022
Q4 		$14K Buy
183
+136
+289% +$10.6K ﹤0.01% 455
2022
Q3 		$4K Sell
47
-70
-60% -$6.73K ﹤0.01% 491
2022
Q2 		$12K Sell
117
-120
-51% -$14.8K ﹤0.01% 460
2022
Q1 		$33K Buy
237
+21
+10% +$3.47K ﹤0.01% 387
2021
Q4 		$41K Buy
216
+48
+29% +$8.86K ﹤0.01% 386
2021
Q3 		$29K Hold
168
– – ﹤0.01% 391
2021
Q2 		$34K Buy
168
+60
+56% +$12.4K ﹤0.01% 351
2021
Q1 		$22K Sell
108
-7
-6% -$1.27K ﹤0.01% 449
2020
Q4 		$21K Buy
+115
New +$20.4K ﹤0.01% 360
2013
Q4 		– Sell
-75
Closed -$7K – 499
2013
Q3 		$7K Sell
75
-788
-91% -$67.5K ﹤0.01% 551
2013
Q2 		$67K Buy
+863
New +$67.6K ﹤0.01% 291

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

Jones Financial Companies's SWK Position: Q1 2026 in Review

Jones Financial Companies increased its Stanley Black & Decker (SWK) stake by 14% in Q1 2026, buying an estimated $1.1M and bringing the position to 111,646 shares worth $7.69M. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Jones Financial Companies first reported a position in SWK in Q2 2013 and has held it in 24 quarters since. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Jones Financial Companies held 111,646 shares of Stanley Black & Decker worth $7.69M as of Q1 2026.
  • Jones Financial Companies bought 13,738 Stanley Black & Decker shares in Q1 2026, an estimated $1.1M.
  • Stanley Black & Decker made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #917 holding.
  • Jones Financial Companies first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 24 quarters since.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.