Allen Capital Group
SWK icon

Allen Capital Group’s Stanley Black & Decker SWK Stock Holding History

Allen Capital Group’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
Q3 		$3.98M Sell
44,916
-736
-2% -$69.1K 0.32% 70
2026
Q2 		$4.3M Buy
45,652
+1,425
+3% +$112K 0.35% 59
2026
Q1 		$3.14M Buy
44,227
+2,823
+7% +$227K 0.28% 75
2025
Q4 		$3.08M Buy
41,404
+434
+1% +$30.6K 0.28% 79
2025
Q3 		$3.05M Buy
40,970
+4,633
+13% +$340K 0.29% 76
2025
Q2 		$2.46M Buy
+36,337
New +$2.35M 0.25% 82
2018
Q3 		– Sell
-2,779
Closed -$369K – 136
2018
Q2 		$369K Sell
2,779
-16
-0.6% -$2.3K 0.14% 91
2018
Q1 		$428K Buy
2,795
+196
+8% +$31.8K 0.17% 85
2017
Q4 		$441K Buy
+2,599
New +$425K 0.19% 75

Other funds holding SWK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Allen Capital Group's SWK Position: Q3 2026 in Review

Allen Capital Group reduced its Stanley Black & Decker (SWK) stake by 1.6% in Q3 2026, selling an estimated $69.1K and leaving 44,916 shares worth $3.98M. The position accounts for 0.32% of the portfolio, ranked #70.

Allen Capital Group first reported a position in SWK in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.3M in Q2 2026. 409 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Allen Capital Group held 44,916 shares of Stanley Black & Decker worth $3.98M as of Q3 2026.
  • Allen Capital Group sold 736 Stanley Black & Decker shares in Q3 2026, an estimated $69.1K.
  • Stanley Black & Decker made up 0.32% of Allen Capital Group's portfolio in Q3 2026, its #70 holding.
  • Allen Capital Group first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 9 quarters since.
  • Allen Capital Group's Stanley Black & Decker position peaked at $4.3M in Q2 2026.
  • 409 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.