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Ancora Advisors’s Smith & Wesson SWBI Stock Holding History

Ancora Advisors’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-48,493
Closed -$479K – 2545
2025
Q4 		$479K Sell
48,493
-59,104
-55% -$570K 0.01% 555
2025
Q3 		$1.06M Sell
107,597
-1,946
-2% -$16.6K 0.02% 412
2025
Q2 		$951K Hold
109,543
– – 0.02% 416
2025
Q1 		$1.02M Buy
109,543
+600
+0.6% +$6.18K 0.02% 388
2024
Q4 		$1.1M Sell
108,943
-380
-0.3% -$4.76K 0.02% 370
2024
Q3 		$1.42M Hold
109,323
– – 0.03% 331
2024
Q2 		$1.57M Buy
109,323
+9,495
+10% +$156K 0.04% 305
2024
Q1 		$1.73M Sell
99,828
-26,557
-21% -$383K 0.04% 296
2023
Q4 		$1.71M Sell
126,385
-17,229
-12% -$237K 0.04% 294
2023
Q3 		$1.85M Hold
143,614
– – 0.05% 264
2023
Q2 		$1.87M Hold
143,614
– – 0.05% 255
2023
Q1 		$1.77M Buy
143,614
+22,370
+18% +$239K 0.05% 264
2022
Q4 		$1.05M Buy
121,244
+48,704
+67% +$513K 0.03% 349
2022
Q3 		$753K Buy
72,540
+43,427
+149% +$574K 0.02% 407
2022
Q2 		$382K Buy
29,113
+28,563
+5,193% +$414K 0.01% 591
2022
Q1 		$8K Hold
550
– – ﹤0.01% 1808
2021
Q4 		$10K Hold
550
– – ﹤0.01% 1802
2021
Q3 		$11K Hold
550
– – ﹤0.01% 1655
2021
Q2 		$19K Hold
550
– – ﹤0.01% 1369
2021
Q1 		$10K Hold
550
– – ﹤0.01% 1450
2020
Q4 		$10K Buy
+550
New +$9.1K ﹤0.01% 1205

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ancora Advisors's SWBI Position: Q1 2026 in Review

Ancora Advisors sold out of Smith & Wesson (SWBI) in Q1 2026, closing a stake of 48,493 shares — an estimated $479K sold.

Ancora Advisors first reported a position in SWBI in Q4 2020 and held it in 21 quarters. The position peaked at $1.87M in Q2 2023. 191 funds tracked by Wall St. Rank hold SWBI as of Q1 2026.

  • Ancora Advisors reported no remaining Smith & Wesson position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 48,493 Smith & Wesson shares in Q1 2026, an estimated $479K.
  • Ancora Advisors first reported a position in Smith & Wesson in Q4 2020 and held it in 21 quarters.
  • Ancora Advisors's Smith & Wesson position peaked at $1.87M in Q2 2023.
  • 191 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2026.

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