Capstone Investment Advisors
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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
Q4 		– Sell
-3,200
Closed -$238K – 2029
2025
Q3 		$238K Buy
+3,200
New +$235K ﹤0.01% 1744
2025
Q2 		– Sell
-7,900
Closed -$607K – 1728
2025
Q1 		$607K Sell
7,900
-13,700
-63% -$1.15M ﹤0.01% 1029
2024
Q4 		$1.73M Buy
21,600
+2,300
+12% +$213K ﹤0.01% 888
2024
Q3 		$2.13M Buy
19,300
+1,000
+5% +$96K 0.01% 718
2024
Q2 		$1.46M Buy
18,300
+2,700
+17% +$238K ﹤0.01% 838
2024
Q1 		$1.53M Sell
15,600
-9,200
-37% -$848K 0.01% 911
2023
Q4 		$2.43M Buy
24,800
+3,800
+18% +$335K 0.01% 747
2023
Q3 		$1.76M Buy
21,000
+7,100
+51% +$658K 0.01% 777
2023
Q2 		$1.3M Buy
13,900
+500
+4% +$41.4K 0.01% 772
2023
Q1 		$1.08M Buy
13,400
+9,000
+205% +$758K 0.01% 767
2022
Q4 		$331K Sell
4,400
-44,600
-91% -$3.48M ﹤0.01% 1205
2022
Q3 		$3.69M Buy
49,000
+1,200
+3% +$115K 0.02% 499
2022
Q2 		$5.01M Sell
47,800
-41,900
-47% -$5.15M 0.02% 412
2022
Q1 		$12.5M Sell
89,700
-66,000
-42% -$10.9M 0.03% 387
2021
Q4 		$29.4M Buy
155,700
+21,600
+16% +$3.99M 0.05% 327
2021
Q3 		$23.5M Buy
134,100
+55,900
+71% +$10.9M 0.05% 377
2021
Q2 		$16M Buy
78,200
+27,100
+53% +$5.62M 0.04% 398
2021
Q1 		$10.2M Buy
51,100
+6,400
+14% +$1.16M 0.03% 459
2020
Q4 		$7.98M Sell
44,700
-22,800
-34% -$4.04M 0.03% 458
2020
Q3 		$10.9M Buy
67,500
+10,300
+18% +$1.6M 0.06% 303
2020
Q2 		$7.97M Buy
57,200
+11,100
+24% +$1.34M 0.05% 310
2020
Q1 		$4.61M Buy
46,100
+700
+2% +$100K 0.07% 293
2019
Q4 		$7.53M Buy
45,400
+12,400
+38% +$1.92M 0.04% 433
2019
Q3 		$4.77M Sell
33,000
-1,500
-4% -$212K 0.03% 456
2019
Q2 		$4.99M Buy
34,500
+15,600
+83% +$2.2M 0.04% 459
2019
Q1 		$2.57M Buy
18,900
+13,100
+226% +$1.71M 0.02% 515
2018
Q4 		$694K Buy
+5,800
New +$724K 0.01% 732

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.