Fortis Group Advisors’s Smith & Wesson SWBI Stock Holding History

Fortis Group Advisors’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	$10.1K	Hold	674	–	–	﹤0.01%	387
2026 Q1	$9.66K	Hold	674	–	–	﹤0.01%	386
2025 Q4	$6.65K	Hold	674	–	–	﹤0.01%	412
2025 Q3	$6.63K	Hold	674	–	–	﹤0.01%	371
2025 Q2	$5.85K	Hold	674	–	–	﹤0.01%	378
2025 Q1	$6.28K	Hold	674	–	–	﹤0.01%	337
2024 Q4	$6.81K	Hold	674	–	–	﹤0.01%	335
2024 Q3	$8.75K	Hold	674	–	–	﹤0.01%	306
2024 Q2	$9.66K	Hold	674	–	–	﹤0.01%	302
2024 Q1	$11.7K	Sell	674 -674	-50%	-$9.72K	﹤0.01%	306
2023 Q4	$18.3K	Buy	1,348 +674	+100%	+$9.28K	﹤0.01%	246
2023 Q3	$8.7K	Buy	+674	New	+$8.42K	﹤0.01%	240
2020 Q3	$10K	Buy	+674	New	+$11.9K	﹤0.01%	289

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fortis Group Advisors's SWBI Position: Q2 2026 in Review

Fortis Group Advisors held its Smith & Wesson (SWBI) position steady in Q2 2026 at 674 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Fortis Group Advisors first reported a position in SWBI in Q3 2020 and has held it in 13 quarters since. The position peaked at $18.3K in Q4 2023. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Fortis Group Advisors held 674 shares of Smith & Wesson worth $10.1K as of Q2 2026.
Fortis Group Advisors left its Smith & Wesson share count unchanged in Q2 2026.
Smith & Wesson made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #387 holding.
Fortis Group Advisors first reported a position in Smith & Wesson in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Smith & Wesson position peaked at $18.3K in Q4 2023.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.