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 $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

Creative Planning's SWBI Position: Q1 2026 in Review

Creative Planning increased its Smith & Wesson (SWBI) stake by 17% in Q1 2026, buying an estimated $66.6K and bringing the position to 38,365 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Creative Planning first reported a position in SWBI in Q2 2013 and has held it in 25 quarters since. The position peaked at $880K in Q1 2021. 190 funds tracked by Wall St. Rank hold SWBI as of Q1 2026.

  • Creative Planning held 38,365 shares of Smith & Wesson worth $550K as of Q1 2026.
  • Creative Planning bought 5,478 Smith & Wesson shares in Q1 2026, an estimated $66.6K.
  • Smith & Wesson made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2958 holding.
  • Creative Planning first reported a position in Smith & Wesson in Q2 2013 and has held it in 25 quarters since.
  • Creative Planning's Smith & Wesson position peaked at $880K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.