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
2026 Q3	$4.25K	Buy	302 +14	+5%	+$198	﹤0.01%	4051
2026 Q2	$4.33K	Buy	+288	New	+$4.33K	﹤0.01%	3740
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Global Retirement Partners's SWBI Position: Q3 2026 in Review

Global Retirement Partners increased its Smith & Wesson (SWBI) stake by 4.9% in Q3 2026, buying an estimated $198 and bringing the position to 302 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

Global Retirement Partners first reported a position in SWBI in Q4 2016 and has held it in 30 quarters since. The position peaked at $4.33K in Q2 2026. 133 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

Global Retirement Partners held 302 shares of Smith & Wesson worth $4.25K as of Q3 2026.
Global Retirement Partners bought 14 Smith & Wesson shares in Q3 2026, an estimated $198.
Smith & Wesson made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #4051 holding.
Global Retirement Partners first reported a position in Smith & Wesson in Q4 2016 and has held it in 30 quarters since.
Global Retirement Partners's Smith & Wesson position peaked at $4.33K in Q2 2026.
133 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.