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

Capital Investment Advisory Services’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	$250K	Sell	2,658 -223	-8%	-$17.5K	0.02%	647
2026 Q1	$205K	Sell	2,881 -573	-17%	-$46K	0.01%	625
2025 Q4	$257K	Sell	3,454 -345	-9%	-$24.3K	0.02%	550
2025 Q3	$282K	Buy	3,799 +488	+15%	+$35.8K	0.02%	490
2025 Q2	$224K	Buy	+3,311	New	+$214K	0.02%	532
2024 Q4	–	Sell	-1,924	Closed	-$212K	–	1001
2024 Q3	$212K	Buy	+1,924	New	+$185K	0.02%	486
2024 Q1	–	Sell	-2,044	Closed	-$201K	–	1023
2023 Q4	$201K	Buy	+2,044	New	+$180K	0.02%	488
2023 Q3	–	Sell	-2,154	Closed	-$202K	–	975
2023 Q2	$202K	Buy	+2,154	New	+$178K	0.02%	462
2019 Q4	–	Sell	-35	Closed	-$5K	–	1167
2019 Q3	$5K	Hold	35	–	–	﹤0.01%	1141
2019 Q2	$5K	Sell	35 -60	-63%	-$8.45K	﹤0.01%	1142
2019 Q1	$13K	Hold	95	–	–	﹤0.01%	790
2018 Q4	$11K	Buy	+95	New	+$11.9K	﹤0.01%	788

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Investment Advisory Services's SWK Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Stanley Black & Decker (SWK) stake by 7.7% in Q2 2026, selling an estimated $17.5K and leaving 2,658 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #647.

Capital Investment Advisory Services first reported a position in SWK in Q4 2018 and has held it in 12 quarters since. The position peaked at $282K in Q3 2025. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Capital Investment Advisory Services held 2,658 shares of Stanley Black & Decker worth $250K as of Q2 2026.
Capital Investment Advisory Services sold 223 Stanley Black & Decker shares in Q2 2026, an estimated $17.5K.
Stanley Black & Decker made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #647 holding.
Capital Investment Advisory Services first reported a position in Stanley Black & Decker in Q4 2018 and has held it in 12 quarters since.
Capital Investment Advisory Services's Stanley Black & Decker position peaked at $282K in Q3 2025.
776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

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