Martin Capital Partners’s Stanley Black & Decker SWK Stock Holding History

Martin Capital Partners’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 Q2	$328K	Sell	3,489 -3,753	-52%	-$294K	0.12%	54
2026 Q1	$515K	Sell	7,242 -16	-0.2%	-$1.28K	0.19%	52
2025 Q4	$539K	Buy	7,258 +152	+2%	+$10.7K	0.2%	56
2025 Q3	$528K	Sell	7,106 -379	-5%	-$27.8K	0.2%	55
2025 Q2	$507K	Buy	+7,485	New	+$483K	0.2%	59
2024 Q4	–	Sell	-4,635	Closed	-$510K	–	73
2024 Q3	$510K	Sell	4,635 -1,783	-28%	-$171K	0.25%	55
2024 Q2	$513K	Buy	+6,418	New	+$565K	0.21%	59

Other funds holding SWK

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return