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Crowley Wealth Management’s Smith & Wesson SWBI Stock Holding History

Crowley Wealth Management’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
2025
Q3 		– Sell
-200
Closed -$1.74K – 413
2025
Q2 		$1.74K Hold
200
– – ﹤0.01% 362
2025
Q1 		$1.86K Hold
200
– – ﹤0.01% 367
2024
Q4 		$2.02K Buy
+200
New +$2.5K ﹤0.01% 370

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Crowley Wealth Management's SWBI Position: Q3 2025 in Review

Crowley Wealth Management sold out of Smith & Wesson (SWBI) in Q3 2025, closing a stake of 200 shares — an estimated $1.74K sold.

Crowley Wealth Management first reported a position in SWBI in Q4 2024 and held it in 3 quarters. The position peaked at $2.02K in Q4 2024. 166 funds tracked by Wall St. Rank hold SWBI as of Q3 2025.

  • Crowley Wealth Management reported no remaining Smith & Wesson position as of Q3 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 200 Smith & Wesson shares in Q3 2025, an estimated $1.74K.
  • Crowley Wealth Management first reported a position in Smith & Wesson in Q4 2024 and held it in 3 quarters.
  • Crowley Wealth Management's Smith & Wesson position peaked at $2.02K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2025.

Based on Crowley Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.