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 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 $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

Capital Investment Advisory Services's SWK Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Stanley Black & Decker (SWK) stake by 17% in Q1 2026, selling an estimated $46K and leaving 2,881 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #625.

Capital Investment Advisory Services first reported a position in SWK in Q4 2018 and has held it in 11 quarters since. The position peaked at $282K in Q3 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Capital Investment Advisory Services held 2,881 shares of Stanley Black & Decker worth $205K as of Q1 2026.
Capital Investment Advisory Services sold 573 Stanley Black & Decker shares in Q1 2026, an estimated $46K.
Stanley Black & Decker made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #625 holding.
Capital Investment Advisory Services first reported a position in Stanley Black & Decker in Q4 2018 and has held it in 11 quarters since.
Capital Investment Advisory Services's Stanley Black & Decker position peaked at $282K in Q3 2025.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.