Creative Planning
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Creative Planning’s Smith & Wesson SWBI Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-1,301
Closed -$4K – 4825
2017
Q1 		$4K Buy
+1,301
New +$19.8K ﹤0.01% 4078

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 $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's SWBI Position: Q2 2026 in Review

Creative Planning increased its Smith & Wesson (SWBI) stake by 2.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 39,420 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Creative Planning first reported a position in SWBI in Q2 2013 and has held it in 26 quarters since. The position peaked at $880K in Q1 2021. 199 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Creative Planning held 39,420 shares of Smith & Wesson worth $593K as of Q2 2026.
  • Creative Planning bought 1,055 Smith & Wesson shares in Q2 2026, an estimated $15.9K.
  • Smith & Wesson made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3066 holding.
  • Creative Planning first reported a position in Smith & Wesson in Q2 2013 and has held it in 26 quarters since.
  • Creative Planning's Smith & Wesson position peaked at $880K in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.