Global Retirement Partners’s Smith & Wesson SWBI Stock Holding History

Global Retirement Partners’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 Q4	$2.39K	Hold	242	–	–	﹤0.01%	3671
2025 Q3	$2.38K	Hold	242	–	–	﹤0.01%	3261
2025 Q2	$2.1K	Buy	+242	New	+$2.29K	﹤0.01%	3225
2023 Q1	–	Sell	-1	Closed	-$9	–	3335
2022 Q4	$9	Hold	1	–	–	﹤0.01%	3017
2022 Q3	$0	Hold	1	–	–	﹤0.01%	2962
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2873
2022 Q1	$0	Hold	1	–	–	﹤0.01%	2772
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1610
2021 Q3	$0	Hold	1	–	–	﹤0.01%	2055
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1936
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1896
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1797
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1714
2020 Q2	$0	Sell	1 -163	-99%	-$1.51K	﹤0.01%	1721
2020 Q1	$1K	Hold	164	–	–	﹤0.01%	1527
2019 Q4	$1K	Hold	164	–	–	﹤0.01%	1566
2019 Q3	$1K	Hold	164	–	–	﹤0.01%	1550
2019 Q2	$1K	Hold	164	–	–	﹤0.01%	1545
2019 Q1	$1K	Hold	164	–	–	﹤0.01%	1484
2018 Q4	$2K	Hold	164	–	–	﹤0.01%	1355
2018 Q3	$2K	Buy	164 +1	+0.6%	+$9	﹤0.01%	1420
2018 Q2	$2K	Hold	163	–	–	﹤0.01%	1408
2018 Q1	$1K	Hold	163	–	–	﹤0.01%	1442
2017 Q4	$2K	Buy	163 +33	+25%	+$357	﹤0.01%	1338
2017 Q3	$2K	Hold	130	–	–	﹤0.01%	1138
2017 Q2	$2K	Hold	130	–	–	﹤0.01%	1073
2017 Q1	$2K	Hold	130	–	–	﹤0.01%	1033
2016 Q4	$2K	Buy	+130	New	+$2.4K	﹤0.01%	975

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Retirement Partners's SWBI Position: Q4 2025 in Review

Global Retirement Partners held its Smith & Wesson (SWBI) position steady in Q4 2025 at 242 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

Global Retirement Partners first reported a position in SWBI in Q4 2016 and has held it in 28 quarters since. 168 funds tracked by Wall St. Rank hold SWBI as of Q4 2025.

Global Retirement Partners held 242 shares of Smith & Wesson worth $2.39K as of Q4 2025.
Global Retirement Partners left its Smith & Wesson share count unchanged in Q4 2025.
Smith & Wesson made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3671 holding.
Global Retirement Partners first reported a position in Smith & Wesson in Q4 2016 and has held it in 28 quarters since.
168 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.