Independent Advisor Alliance’s Smith & Wesson SWBI Stock Holding History

Independent Advisor Alliance’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	$540K	Buy	35,877 +480	+1%	+$7.21K	0.01%	642
2026 Q1	$507K	Sell	35,397 -458	-1%	-$5.57K	0.01%	1108
2025 Q4	$354K	Buy	35,855 +5,920	+20%	+$57.1K	0.01%	750
2025 Q3	$294K	Buy	29,935 +13,803	+86%	+$118K	0.01%	771
2025 Q2	$140K	Buy	+16,132	New	+$153K	﹤0.01%	857
2020 Q3	–	Sell	-23,093	Closed	-$457K	–	533
2020 Q2	$457K	Buy	23,093 +9,563	+71%	+$88.8K	0.05%	287
2020 Q1	$86K	Buy	+13,530	New	+$95.8K	0.01%	395
2017 Q2	–	Sell	-13,411	Closed	-$207K	–	385
2017 Q1	$207K	Buy	+13,411	New	+$204K	0.03%	375

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

Independent Advisor Alliance's SWBI Position: Q2 2026 in Review

Independent Advisor Alliance increased its Smith & Wesson (SWBI) stake by 1.4% in Q2 2026, buying an estimated $7.21K and bringing the position to 35,877 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #642.

Independent Advisor Alliance first reported a position in SWBI in Q1 2017 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Independent Advisor Alliance held 35,877 shares of Smith & Wesson worth $540K as of Q2 2026.
Independent Advisor Alliance bought 480 Smith & Wesson shares in Q2 2026, an estimated $7.21K.
Smith & Wesson made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #642 holding.
Independent Advisor Alliance first reported a position in Smith & Wesson in Q1 2017 and has held it in 8 quarters since.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.