Capstone Investment Advisors
SWK icon

Capstone Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Capstone 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
2025
Q1 		– Sell
-6,500
Closed -$522K – 1834
2024
Q4 		$522K Buy
6,500
+900
+16% +$83.5K ﹤0.01% 1303
2024
Q3 		$617K Buy
5,600
+700
+14% +$67.2K ﹤0.01% 1136
2024
Q2 		$391K Buy
4,900
+600
+14% +$52.8K ﹤0.01% 1435
2024
Q1 		$421K Sell
4,300
-6,900
-62% -$636K ﹤0.01% 1652
2023
Q4 		$1.1M Buy
11,200
+2,100
+23% +$185K ﹤0.01% 1018
2023
Q3 		$761K Buy
9,100
+700
+8% +$64.9K ﹤0.01% 1094
2023
Q2 		$787K Buy
8,400
+200
+2% +$16.6K ﹤0.01% 957
2023
Q1 		$661K Sell
8,200
-19,600
-71% -$1.65M ﹤0.01% 923
2022
Q4 		$2.09M Buy
27,800
+23,200
+504% +$1.81M 0.02% 693
2022
Q3 		$346K Buy
4,600
+500
+12% +$48.1K ﹤0.01% 1369
2022
Q2 		$430K Sell
4,100
-9,700
-70% -$1.19M ﹤0.01% 1284
2022
Q1 		$1.93M Sell
13,800
-18,200
-57% -$3.01M 0.01% 1072
2021
Q4 		$6.04M Buy
32,000
+400
+1% +$73.9K 0.01% 764
2021
Q3 		$5.54M Buy
31,600
+11,700
+59% +$2.28M 0.01% 826
2021
Q2 		$4.08M Buy
19,900
+5,500
+38% +$1.14M 0.01% 778
2021
Q1 		$2.88M Sell
14,400
-9,200
-39% -$1.67M 0.01% 813
2020
Q4 		$4.21M Sell
23,600
-800
-3% -$142K 0.01% 651
2020
Q3 		$3.96M Buy
24,400
+2,900
+13% +$451K 0.02% 580
2020
Q2 		$3M Buy
21,500
+1,000
+5% +$121K 0.02% 580
2020
Q1 		$2.05M Sell
20,500
-2,000
-9% -$286K 0.03% 513
2019
Q4 		$3.73M Buy
22,500
+6,100
+37% +$945K 0.02% 664
2019
Q3 		$2.37M Buy
16,400
+2,300
+16% +$325K 0.02% 679
2019
Q2 		$2.04M Buy
14,100
+4,800
+52% +$676K 0.01% 731
2019
Q1 		$1.27M Buy
9,300
+5,700
+158% +$743K 0.01% 740
2018
Q4 		$431K Buy
+3,600
New +$449K 0.01% 854

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Investment Advisors's SWK Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 4,341 shares — an estimated $322K sold.

Capstone Investment Advisors first reported a position in SWK in Q1 2014 and held it in 21 quarters. The position peaked at $10.6M in Q1 2014. 718 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,341 Stanley Black & Decker shares in Q1 2026, an estimated $322K.
  • Capstone Investment Advisors first reported a position in Stanley Black & Decker in Q1 2014 and held it in 21 quarters.
  • Capstone Investment Advisors's Stanley Black & Decker position peaked at $10.6M in Q1 2014.
  • 718 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

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