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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Analysts LLC's SWBI Position: Q1 2026 in Review

Capital Analysts LLC increased its Smith & Wesson (SWBI) stake by 1.3% in Q1 2026, buying an estimated $49 and bringing the position to 321 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Capital Analysts LLC first reported a position in SWBI in Q3 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold SWBI as of Q1 2026.

  • Capital Analysts LLC held 321 shares of Smith & Wesson worth $5K as of Q1 2026.
  • Capital Analysts LLC bought 4 Smith & Wesson shares in Q1 2026, an estimated $49.
  • Smith & Wesson made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1371 holding.
  • Capital Analysts LLC first reported a position in Smith & Wesson in Q3 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.