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 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 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

Affinity Investment Advisors's SWK Position: Q1 2026 in Review

Affinity Investment Advisors held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 3,211 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #133.

Affinity Investment Advisors first reported a position in SWK in Q4 2015 and has held it in 8 quarters since. The position peaked at $2.71M in Q4 2017. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Affinity Investment Advisors held 3,211 shares of Stanley Black & Decker worth $228K as of Q1 2026.
Affinity Investment Advisors left its Stanley Black & Decker share count unchanged in Q1 2026.
Stanley Black & Decker made up 0.14% of Affinity Investment Advisors's portfolio in Q1 2026, its #133 holding.
Affinity Investment Advisors first reported a position in Stanley Black & Decker in Q4 2015 and has held it in 8 quarters since.
Affinity Investment Advisors's Stanley Black & Decker position peaked at $2.71M in Q4 2017.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.