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Allen Mooney & Barnes Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Allen Mooney & Barnes 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
Q3 		$891K Sell
10,062
-1,084
-10% -$102K 0.13% 73
2026
Q2 		$1.05M Sell
11,146
-5,253
-32% -$412K 0.16% 68
2026
Q1 		$1.17M Buy
16,399
+352
+2% +$28.3K 0.17% 68
2025
Q4 		$1.19M Buy
16,047
+160
+1% +$11.3K 0.18% 65
2025
Q3 		$1.18M Sell
15,887
-93
-0.6% -$6.82K 0.18% 66
2025
Q2 		$1.08M Sell
15,980
-8,874
-36% -$573K 0.18% 67
2025
Q1 		$1.91M Buy
24,854
+174
+0.7% +$14.7K 0.31% 55
2024
Q4 		$1.98M Sell
24,680
-1,229
-5% -$114K 0.33% 53
2024
Q3 		$2.85M Sell
25,909
-221
-0.8% -$21.2K 0.49% 46
2024
Q2 		$2.09M Buy
26,130
+719
+3% +$63.3K 0.37% 52
2024
Q1 		$2.37M Sell
25,411
-332
-1% -$30.6K 0.46% 51
2023
Q4 		$2.53M Buy
25,743
+391
+2% +$34.4K 0.48% 47
2023
Q3 		$2.12M Buy
25,352
+157
+0.6% +$14.5K 0.45% 51
2023
Q2 		$2.36M Sell
25,195
-419
-2% -$34.7K 0.52% 46
2023
Q1 		$2.06M Buy
25,614
+13,849
+118% +$1.17M 0.49% 50
2022
Q4 		$884K Sell
11,765
-308
-3% -$24K 0.21% 64
2022
Q3 		$908K Sell
12,073
-816
-6% -$78.5K 0.24% 64
2022
Q2 		$1.35M Sell
12,889
-113
-0.9% -$13.9K 0.35% 61
2022
Q1 		$1.82M Buy
+13,002
New +$2.15M 0.4% 53

Other funds holding SWK

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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's SWK Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Stanley Black & Decker (SWK) stake by 9.7% in Q3 2026, selling an estimated $102K and leaving 10,062 shares worth $891K. The position accounts for 0.13% of the portfolio, ranked #73.

Allen Mooney & Barnes Investment Advisors first reported a position in SWK in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.85M in Q3 2024. 100 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 10,062 shares of Stanley Black & Decker worth $891K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors sold 1,084 Stanley Black & Decker shares in Q3 2026, an estimated $102K.
  • Stanley Black & Decker made up 0.13% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #73 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Stanley Black & Decker in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Stanley Black & Decker position peaked at $2.85M in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.