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 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

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

Global Retirement Partners's SWBI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Smith & Wesson (SWBI) in Q2 2026: 288 shares worth $4.33K. The stake represents ﹤0.01% of the portfolio and ranks #3740 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SWBI as recently as Q4 2025.

Global Retirement Partners first reported a position in SWBI in Q4 2016 and has held it in 29 quarters since. 199 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Global Retirement Partners held 288 shares of Smith & Wesson worth $4.33K as of Q2 2026.
Smith & Wesson was a new Global Retirement Partners position in Q2 2026.
Smith & Wesson made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3740 holding.
Global Retirement Partners first reported a position in Smith & Wesson in Q4 2016 and has held it in 29 quarters since.
199 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.