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Affinity Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Affinity Investment 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 		$302K Hold
3,211
– – 0.15% 119
2026
Q1 		$228K Hold
3,211
– – 0.14% 133
2025
Q4 		$239K Hold
3,211
– – 0.16% 129
2025
Q3 		$239K Sell
3,211
-1,027
-24% -$75.3K 0.16% 126
2025
Q2 		$287K Buy
4,238
+1,195
+39% +$77.1K 0.22% 110
2025
Q1 		$234K Buy
3,043
+488
+19% +$41.1K 0.19% 124
2024
Q4 		$205K Buy
+2,555
New +$237K 0.17% 126
2018
Q1 		– Sell
-15,950
Closed -$2.71M – 197
2017
Q4 		$2.71M Buy
+15,950
New +$2.61M 0.31% 65
2016
Q1 		– Sell
-10,850
Closed -$1.16M – 173
2015
Q4 		$1.16M Buy
+10,850
New +$1.14M 0.1% 115

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

Affinity Investment Advisors's SWK Position: Q2 2026 in Review

Affinity Investment Advisors held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 3,211 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #119.

Affinity Investment Advisors first reported a position in SWK in Q4 2015 and has held it in 9 quarters since. The position peaked at $2.71M in Q4 2017. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Affinity Investment Advisors held 3,211 shares of Stanley Black & Decker worth $302K as of Q2 2026.
  • Affinity Investment Advisors left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up 0.15% of Affinity Investment Advisors's portfolio in Q2 2026, its #119 holding.
  • Affinity Investment Advisors first reported a position in Stanley Black & Decker in Q4 2015 and has held it in 9 quarters since.
  • Affinity Investment Advisors's Stanley Black & Decker position peaked at $2.71M in Q4 2017.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.