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Forum Financial Management’s Smith & Wesson SWBI Stock Holding History

Forum Financial 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
-11,508
Closed -$99.9K – 1055
2025
Q2 		$99.9K Buy
11,508
+142
+1% +$1.34K ﹤0.01% 933
2025
Q1 		$106K Buy
+11,366
New +$117K ﹤0.01% 846

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

Forum Financial Management's SWBI Position: Q3 2025 in Review

Forum Financial Management sold out of Smith & Wesson (SWBI) in Q3 2025, closing a stake of 11,508 shares — an estimated $99.9K sold.

Forum Financial Management first reported a position in SWBI in Q1 2025 and held it in 2 quarters. The position peaked at $106K in Q1 2025. 166 funds tracked by Wall St. Rank hold SWBI as of Q3 2025.

  • Forum Financial Management reported no remaining Smith & Wesson position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 11,508 Smith & Wesson shares in Q3 2025, an estimated $99.9K.
  • Forum Financial Management first reported a position in Smith & Wesson in Q1 2025 and held it in 2 quarters.
  • Forum Financial Management's Smith & Wesson position peaked at $106K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.