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Capstone Wealth Management (Alabama)’s Stanley Black & Decker SWK Stock Holding History

Capstone Wealth Management (Alabama)’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
Q3 		$251K Buy
2,837
+3
+0.1% +$282 0.12% 142
2026
Q2 		$267K Buy
+2,834
New +$222K 0.12% 137

Other funds holding SWK

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s SWK Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) increased its Stanley Black & Decker (SWK) stake by 0.11% in Q3 2026, buying an estimated $282 and bringing the position to 2,837 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #142.

Capstone Wealth Management (Alabama) first reported a position in SWK in Q2 2026 and has held it in 2 quarters since. The position peaked at $267K in Q2 2026. 409 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Capstone Wealth Management (Alabama) held 2,837 shares of Stanley Black & Decker worth $251K as of Q3 2026.
  • Capstone Wealth Management (Alabama) bought 3 Stanley Black & Decker shares in Q3 2026, an estimated $282.
  • Stanley Black & Decker made up 0.12% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #142 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Stanley Black & Decker in Q2 2026 and has held it in 2 quarters since.
  • Capstone Wealth Management (Alabama)'s Stanley Black & Decker position peaked at $267K in Q2 2026.
  • 409 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.