Stanley Black & Decker, Inc.
MX ˙ BMV ˙ US8545021011
SecurityMX:SWK / Stanley Black & Decker, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,677 shares
Latest Disclosed Value $ 119,214
EverSource Wealth Advisors, LLC reports 75.24% increase in ownership of SWK / Stanley Black & Decker, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,677 shares of Stanley Black & Decker, Inc. (MX:SWK) valued at $119,214 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 957 shares of Stanley Black & Decker, Inc.. This represents a change in shares of 75.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 STANLEY BLACK & DECKER INC COM Stock 854502101 1,677 720 75.24 119 67.61 0.0006
2026-05-14 2026-03-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 4,866 3,909 604 0.0033
2026-02-06 2025-12-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 957 -220 -18.69 71 -18.39 0.0026
2025-11-10 2025-09-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 1,177 188 19.01 87 31.82 0.0035
2025-08-13 2025-06-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 989 345 53.57 67 34.69 0.0030
2025-05-13 2025-03-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 644 274 74.05 50 68.97 0.0027
2025-02-10 2024-12-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 370 -171 -31.61 30 -50.85 0.0017
2024-11-08 2024-09-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 541 13 2.46 60 7.27 0.0038
2024-08-13 2024-06-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 528 237 81.44 56 111.54 0.0037
2024-06-11 2024-03-31 13F/A-1 STANLEY BLACK & DECKER INC COM Stock 854502101 291 -49 -14.41 27 -21.21 0.0021
2024-05-13 2024-03-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 340 0 33 0.0012
2024-02-09 2023-12-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 340 -178 -34.36 33 -23.26 0.0031
2023-11-03 2023-09-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 518 231 80.49 43 65.38 0.0046
2023-08-04 2023-06-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 287 -60 -17.29 27 -3.70 0.0030
2023-05-11 2023-03-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 347 -8 -2.25 28 3.85 0.0035
2023-02-09 2022-12-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 355 -97 -21.46 27 -23.53 0.0040
2022-11-07 2022-09-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 452 21 4.87 34 -26.09 0.0078
2022-08-01 2022-06-30 13F STANLEY BLACK & DECKER INC COM Stock 854502101 431 308 250.41 46 155.56 0.0119
2022-05-25 2022-03-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 123 -58 -32.04 18 -47.06 0.0046
2022-02-17 2021-12-31 13F/A-1 STANLEY BLACK & DECKER INC COM Stock 854502101 181 181 34 0.0095
2022-02-07 2021-12-31 13F STANLEY BLACK & DECKER INC COM Stock 854502101 181 181 34 0.0095
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.