Avantax Planning Partners’s Smith & Wesson SWBI Stock Holding History

Avantax Planning Partners’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 Q2	$250K	Hold	16,631	–	–	0.01%	399
2026 Q1	$238K	Hold	16,631	–	–	0.01%	391
2025 Q4	$164K	Buy	+16,631	New	+$161K	﹤0.01%	431
2025 Q3	–	Sell	-19,465	Closed	-$169K	–	455
2025 Q2	$169K	Hold	19,465	–	–	0.01%	435
2025 Q1	$181K	Buy	+19,465	New	+$201K	0.01%	418
2018 Q4	–	Sell	-260	Closed	-$3K	–	1080
2018 Q3	$3K	Buy	+260	New	+$2.35K	﹤0.01%	1275
2018 Q2	–	Sell	-260	Closed	-$2K	–	1320
2018 Q1	$2K	Buy	+260	New	+$2.19K	﹤0.01%	1630

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Avantax Planning Partners's SWBI Position: Q2 2026 in Review

Avantax Planning Partners held its Smith & Wesson (SWBI) position steady in Q2 2026 at 16,631 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #399.

Avantax Planning Partners first reported a position in SWBI in Q1 2018 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Avantax Planning Partners held 16,631 shares of Smith & Wesson worth $250K as of Q2 2026.
Avantax Planning Partners left its Smith & Wesson share count unchanged in Q2 2026.
Smith & Wesson made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #399 holding.
Avantax Planning Partners first reported a position in Smith & Wesson in Q1 2018 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.