Loring Wolcott & Coolidge Fiduciary Advisors’s Stanley Black & Decker SWK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$565K	Hold	6,000	–	–	0.01%	230
2026 Q1	$433K	Hold	6,000	–	–	﹤0.01%	248
2025 Q4	$486K	Hold	6,000	–	–	﹤0.01%	243
2025 Q3	$422K	Buy	+6,000	New	+$440K	﹤0.01%	259
2023 Q4	–	Sell	-3,000	Closed	-$260K	–	595
2023 Q3	$260K	Hold	3,000	–	–	﹤0.01%	256
2023 Q2	$281K	Hold	3,000	–	–	﹤0.01%	254
2023 Q1	$242K	Sell	3,000 -350	-10%	-$29.5K	﹤0.01%	257
2022 Q4	$252K	Hold	3,350	–	–	﹤0.01%	258
2022 Q3	$252K	Hold	3,350	–	–	﹤0.01%	262
2022 Q2	$351K	Hold	3,350	–	–	﹤0.01%	238
2022 Q1	$468K	Hold	3,350	–	–	﹤0.01%	217
2021 Q4	$632K	Hold	3,350	–	–	0.01%	203
2021 Q3	$587K	Sell	3,350 -51	-1%	-$9.95K	0.01%	207
2021 Q2	$697K	Sell	3,401 -8	-0.2%	-$1.66K	0.01%	196
2021 Q1	$681K	Buy	3,409 +41	+1%	+$7.43K	0.01%	185
2020 Q4	$601K	Buy	3,368 +18	+0.5%	+$3.19K	0.01%	191
2020 Q3	$543K	Hold	3,350	–	–	0.01%	183
2020 Q2	$467K	Hold	3,350	–	–	0.01%	182
2020 Q1	$335K	Hold	3,350	–	–	0.01%	202
2019 Q4	$555K	Buy	3,350 +2,750	+458%	+$426K	0.01%	194
2019 Q3	$87K	Hold	600	–	–	﹤0.01%	357
2019 Q2	$87K	Hold	600	–	–	﹤0.01%	348
2019 Q1	$82K	Hold	600	–	–	﹤0.01%	350
2018 Q4	$72K	Buy	+600	New	+$74.9K	﹤0.01%	363
2015 Q4	–	Sell	-100	Closed	-$11K	–	673
2015 Q3	$11K	Hold	100	–	–	﹤0.01%	538
2015 Q2	$11K	Hold	100	–	–	﹤0.01%	538
2015 Q1	$10K	Hold	100	–	–	﹤0.01%	564
2014 Q4	$10K	Hold	100	–	–	﹤0.01%	557
2014 Q3	$9K	Sell	100 -286	-74%	-$25.6K	﹤0.01%	542
2014 Q2	$34K	Sell	386 -500	-56%	-$42.6K	﹤0.01%	472
2014 Q1	$72K	Buy	886 +386	+77%	+$31K	﹤0.01%	377
2013 Q4	$40K	Buy	+500	New	+$40.9K	﹤0.01%	409

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SWK Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 6,000 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #230.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SWK in Q4 2013 and has held it in 32 quarters since. The position peaked at $697K in Q2 2021. 557 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 6,000 shares of Stanley Black & Decker worth $565K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Stanley Black & Decker share count unchanged in Q2 2026.
Stanley Black & Decker made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #230 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Stanley Black & Decker in Q4 2013 and has held it in 32 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Stanley Black & Decker position peaked at $697K in Q2 2021.
557 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.