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Capital Analysts LLC’s Smith & Wesson SWBI Stock Holding History

Capital Analysts LLC’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 		$5K Buy
324
+3
+0.9% +$45 ﹤0.01% 1406
2026
Q1 		$5K Buy
321
+4
+1% +$49 ﹤0.01% 1371
2025
Q4 		$3K Buy
317
+4
+1% +$39 ﹤0.01% 1395
2025
Q3 		$3K Buy
+313
New +$2.67K ﹤0.01% 1357

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital Analysts LLC's SWBI Position: Q2 2026 in Review

Capital Analysts LLC increased its Smith & Wesson (SWBI) stake by 0.93% in Q2 2026, buying an estimated $45 and bringing the position to 324 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Capital Analysts LLC first reported a position in SWBI in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Capital Analysts LLC held 324 shares of Smith & Wesson worth $5K as of Q2 2026.
  • Capital Analysts LLC bought 3 Smith & Wesson shares in Q2 2026, an estimated $45.
  • Smith & Wesson made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1406 holding.
  • Capital Analysts LLC first reported a position in Smith & Wesson in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.