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CX Institutional’s Stanley Black & Decker SWK Stock Holding History

CX Institutional’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 		$261K Sell
2,951
-5
-0.2% -$469 0.01% 674
2026
Q2 		$278K Buy
2,956
+196
+7% +$15.4K 0.01% 665
2026
Q1 		$196K Sell
2,760
-483
-15% -$38.8K 0.01% 726
2025
Q4 		$241K Buy
3,243
+555
+21% +$39.1K 0.01% 646
2025
Q3 		$200K Buy
2,688
+501
+23% +$36.7K 0.01% 695
2025
Q2 		$148K Buy
2,187
+1,632
+294% +$105K 0.01% 700
2025
Q1 		$43K Buy
+555
New +$46.8K ﹤0.01% 858
2022
Q3 		– Sell
-21
Closed -$2K – 1054
2022
Q2 		$2K Buy
+21
New +$2.58K ﹤0.01% 1107
2021
Q4 		– Sell
-334
Closed -$59K – 826
2021
Q3 		$59K Buy
334
+61
+22% +$11.9K ﹤0.01% 549
2021
Q2 		$56K Buy
273
+32
+13% +$6.63K ﹤0.01% 548
2021
Q1 		$48K Buy
241
+62
+35% +$11.2K ﹤0.01% 501
2020
Q4 		$32K Buy
179
+12
+7% +$2.13K ﹤0.01% 521
2020
Q3 		$27K Buy
167
+89
+114% +$13.9K ﹤0.01% 489
2020
Q2 		$11K Buy
78
+37
+90% +$4.46K ﹤0.01% 552
2020
Q1 		$4K Buy
41
+1
+3% +$143 ﹤0.01% 590
2019
Q4 		$7K Hold
40
– – ﹤0.01% 498
2019
Q3 		$6K Buy
40
+4
+11% +$565 ﹤0.01% 552
2019
Q2 		$5K Buy
36
+5
+16% +$705 ﹤0.01% 622
2019
Q1 		$4K Buy
+31
New +$4.04K ﹤0.01% 598

Other funds holding SWK

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

CX Institutional's SWK Position: Q3 2026 in Review

CX Institutional reduced its Stanley Black & Decker (SWK) stake by 0.17% in Q3 2026, selling an estimated $469 and leaving 2,951 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #674.

CX Institutional first reported a position in SWK in Q1 2019 and has held it in 19 quarters since. The position peaked at $278K in Q2 2026. 38 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • CX Institutional held 2,951 shares of Stanley Black & Decker worth $261K as of Q3 2026.
  • CX Institutional sold 5 Stanley Black & Decker shares in Q3 2026, an estimated $469.
  • Stanley Black & Decker made up 0.01% of CX Institutional's portfolio in Q3 2026, its #674 holding.
  • CX Institutional first reported a position in Stanley Black & Decker in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Stanley Black & Decker position peaked at $278K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.