Bank Julius Baer & Co’s Smith & Wesson SWBI Stock Holding History

Bank Julius Baer & Co’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
2025 Q4	–	Sell	-100	Closed	-$983	–	706
2025 Q3	$983	Buy	+100	New	+$853	﹤0.01%	654

Other funds holding SWBI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank Julius Baer & Co's SWBI Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Smith & Wesson (SWBI) in Q4 2025, closing a stake of 100 shares — an estimated $983 sold.

Bank Julius Baer & Co first reported a position in SWBI in Q3 2025 and held it in 1 quarter. The position peaked at $983 in Q3 2025. 170 funds tracked by Wall St. Rank hold SWBI as of Q4 2025.

Bank Julius Baer & Co reported no remaining Smith & Wesson position as of Q4 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 100 Smith & Wesson shares in Q4 2025, an estimated $983.
Bank Julius Baer & Co first reported a position in Smith & Wesson in Q3 2025 and held it in 1 quarter.
Bank Julius Baer & Co's Smith & Wesson position peaked at $983 in Q3 2025.
170 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.