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Cornerstone Planning Group’s Smith & Wesson SWBI Stock Holding History

Cornerstone Planning Group’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 		$512 Hold
35
– – ﹤0.01% 1692
2026
Q1 		$532 Hold
35
– – ﹤0.01% 1630
2025
Q4 		$387 Sell
35
-43
-55% -$415 ﹤0.01% 1564
2025
Q3 		$2.81K Buy
78
+43
+123% +$367 ﹤0.01% 1097
2025
Q2 		$282 Buy
+35
New +$332 ﹤0.01% 1428

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's SWBI Position: Q2 2026 in Review

Cornerstone Planning Group held its Smith & Wesson (SWBI) position steady in Q2 2026 at 35 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Cornerstone Planning Group first reported a position in SWBI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.81K in Q3 2025. 82 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Cornerstone Planning Group held 35 shares of Smith & Wesson worth $512 as of Q2 2026.
  • Cornerstone Planning Group left its Smith & Wesson share count unchanged in Q2 2026.
  • Smith & Wesson made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1692 holding.
  • Cornerstone Planning Group first reported a position in Smith & Wesson in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Smith & Wesson position peaked at $2.81K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.