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IMG Wealth Management’s Smith & Wesson SWBI Stock Holding History

IMG Wealth 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
Q2 		– Sell
-4,344
Closed -$40.5K – 514
2025
Q1 		$40.5K Hold
4,344
– – 0.04% 157
2024
Q4 		$43.9K Buy
+4,344
New +$54.4K 0.04% 147

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Geode Capital Management
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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IMG Wealth Management's SWBI Position: Q2 2025 in Review

IMG Wealth Management sold out of Smith & Wesson (SWBI) in Q2 2025, closing a stake of 4,344 shares — an estimated $40.5K sold.

IMG Wealth Management first reported a position in SWBI in Q4 2024 and held it in 2 quarters. The position peaked at $43.9K in Q4 2024. 174 funds tracked by Wall St. Rank hold SWBI as of Q2 2025.

  • IMG Wealth Management reported no remaining Smith & Wesson position as of Q2 2025 after selling out during the quarter.
  • IMG Wealth Management sold 4,344 Smith & Wesson shares in Q2 2025, an estimated $40.5K.
  • IMG Wealth Management first reported a position in Smith & Wesson in Q4 2024 and held it in 2 quarters.
  • IMG Wealth Management's Smith & Wesson position peaked at $43.9K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2025.

Based on IMG Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.