Carson Wealth (CWM LLC)’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $188K | Buy |
13,101
+7,496
| +134% | +$91.1K | ﹤0.01% | 2790 |
|
|
2025
Q4 | $55K | Sell |
5,605
-872
| -13% | -$8.42K | ﹤0.01% | 3537 |
|
|
2025
Q3 | $64K | Sell |
6,477
-65
| -1% | -$555 | ﹤0.01% | 3327 |
|
|
2025
Q2 | $57K | Buy |
6,542
+3,558
| +119% | +$33.7K | ﹤0.01% | 3176 |
|
|
2025
Q1 | $28K | Buy |
2,984
+494
| +20% | +$5.09K | ﹤0.01% | 3453 |
|
|
2024
Q4 | $25K | Sell |
2,490
-609
| -20% | -$7.63K | ﹤0.01% | 3298 |
|
|
2024
Q3 | $40K | Buy |
3,099
+786
| +34% | +$11.4K | ﹤0.01% | 2873 |
|
|
2024
Q2 | $33K | Buy |
2,313
+118
| +5% | +$1.94K | ﹤0.01% | 2780 |
|
|
2024
Q1 | $38K | Buy |
2,195
+163
| +8% | +$2.35K | ﹤0.01% | 2487 |
|
|
2023
Q4 | $28K | Buy |
2,032
+37
| +2% | +$509 | ﹤0.01% | 2568 |
|
|
2023
Q3 | $26K | Hold |
1,995
| – | – | ﹤0.01% | 2510 |
|
|
2023
Q2 | $26K | Hold |
1,995
| – | – | ﹤0.01% | 2463 |
|
|
2023
Q1 | $25K | Buy |
1,995
+136
| +7% | +$1.46K | ﹤0.01% | 2356 |
|
|
2022
Q4 | $16K | Buy |
1,859
+735
| +65% | +$7.74K | ﹤0.01% | 2527 |
|
|
2022
Q3 | $12K | Buy |
1,124
+21
| +2% | +$278 | ﹤0.01% | 2594 |
|
|
2022
Q2 | $14K | Buy |
1,103
+50
| +5% | +$725 | ﹤0.01% | 2386 |
|
|
2022
Q1 | $16K | Sell |
1,053
-2
| -0.2% | -$34 | ﹤0.01% | 2229 |
|
|
2021
Q4 | $19K | Buy |
+1,055
| New | +$21.8K | ﹤0.01% | 2029 |
|
|
2021
Q2 | $23K | Hold |
650
| – | – | ﹤0.01% | 1734 |
|
|
2021
Q1 | $23K | Hold |
650
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q4 | $23K | Hold |
650
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q3 | $23K | Sell |
650
-196
| -23% | -$3.46K | ﹤0.01% | 1734 |
|
|
2020
Q2 | $23K | Hold |
846
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q1 | $23K | Hold |
846
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q4 | $23K | Hold |
846
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q3 | $23K | Hold |
846
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q2 | $23K | Hold |
846
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q1 | $23K | Buy |
+846
| New | +$7.67K | ﹤0.01% | 1734 |
|
|
2018
Q4 | – | Sell |
-1,301
| Closed | -$16K | – | 2233 |
|
|
2018
Q3 | $16K | Hold |
1,301
| – | – | ﹤0.01% | 1019 |
|
|
2018
Q2 | $12K | Buy |
+1,301
| New | +$11.7K | ﹤0.01% | 961 |
|
|
2016
Q4 | – | Sell |
-130
| Closed | -$3K | – | 1180 |
|
|
2016
Q3 | $3K | Buy |
+130
| New | +$2.84K | ﹤0.01% | 886 |
|
Other funds holding SWBI
Carson Wealth (CWM LLC)'s SWBI Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Smith & Wesson (SWBI) stake by 134% in Q1 2026, buying an estimated $91.1K and bringing the position to 13,101 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.
Carson Wealth (CWM LLC) first reported a position in SWBI in Q3 2016 and has held it in 31 quarters since. 191 funds tracked by Wall St. Rank hold SWBI as of Q1 2026.
- Carson Wealth (CWM LLC) held 13,101 shares of Smith & Wesson worth $188K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,496 Smith & Wesson shares in Q1 2026, an estimated $91.1K.
- Smith & Wesson made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2790 holding.
- Carson Wealth (CWM LLC) first reported a position in Smith & Wesson in Q3 2016 and has held it in 31 quarters since.
- 191 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.