Empirical Wealth Management’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
Q3
$593K Buy
+42,206
New +$598K 0.01% 705
2022
Q4
– Sell
-923
Closed -$10K – 482
2022
Q3
$10K Buy
+923
New +$12.2K ﹤0.01% 465

Other funds holding SWBI

Empirical Wealth Management's SWBI Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in Smith & Wesson (SWBI) in Q3 2026: 42,206 shares worth $593K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in SWBI as recently as Q3 2022.

Empirical Wealth Management first reported a position in SWBI in Q3 2022 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

  • Empirical Wealth Management held 42,206 shares of Smith & Wesson worth $593K as of Q3 2026.
  • Smith & Wesson was a new Empirical Wealth Management position in Q3 2026.
  • Smith & Wesson made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #705 holding.
  • Empirical Wealth Management first reported a position in Smith & Wesson in Q3 2022 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.