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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
Q2 		$35.2K Buy
+374
New +$29.3K 0.01% 584
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
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 $3.38T AUM 44.17% 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

Cape Investment Advisory's SWK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 374 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SWK as recently as Q4 2025.

Cape Investment Advisory first reported a position in SWK in Q1 2023 and has held it in 13 quarters since. The position peaked at $36.8K in Q4 2024. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Cape Investment Advisory held 374 shares of Stanley Black & Decker worth $35.2K as of Q2 2026.
  • Stanley Black & Decker was a new Cape Investment Advisory position in Q2 2026.
  • Stanley Black & Decker made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #584 holding.
  • Cape Investment Advisory first reported a position in Stanley Black & Decker in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Stanley Black & Decker position peaked at $36.8K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.