Cape Investment Advisory’s Stanley Black & Decker SWK Stock Holding History

Cape Investment Advisory’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	–	Sell	-446	Closed	-$32.3K	–	1085
2025 Q4	$32.3K	Buy	446 +211	+90%	+$14.9K	0.01%	511
2025 Q3	$17.5K	Sell	235 -224	-49%	-$16.4K	0.02%	336
2025 Q2	$31.1K	Hold	459	–	–	0.01%	439
2025 Q1	$35.3K	Buy	459 +1	+0.2%	+$84	0.01%	391
2024 Q4	$36.8K	Buy	458 +237	+107%	+$22K	0.01%	379
2024 Q3	$24.3K	Hold	221	–	–	0.01%	425
2024 Q2	$17.7K	Buy	221 +81	+58%	+$7.13K	0.01%	437
2024 Q1	$13.7K	Hold	140	–	–	0.01%	487
2023 Q4	$13.7K	Hold	140	–	–	0.01%	602
2023 Q3	$11.7K	Hold	140	–	–	0.01%	534
2023 Q2	$13.1K	Hold	140	–	–	0.01%	507
2023 Q1	$11.3K	Buy	+140	New	+$11.8K	0.01%	514

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

Cape Investment Advisory's SWK Position: Q1 2026 in Review

Cape Investment Advisory sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 446 shares — an estimated $32.3K sold.

Cape Investment Advisory first reported a position in SWK in Q1 2023 and held it in 12 quarters. The position peaked at $36.8K in Q4 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Cape Investment Advisory reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 446 Stanley Black & Decker shares in Q1 2026, an estimated $32.3K.
Cape Investment Advisory first reported a position in Stanley Black & Decker in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's Stanley Black & Decker position peaked at $36.8K in Q4 2024.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.