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Larson Financial Group’s Smith & Wesson SWBI Stock Holding History

Larson Financial Group’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 		$42.9K Hold
2,852
– – ﹤0.01% 1584
2026
Q1 		$40.9K Hold
2,852
– – ﹤0.01% 1452
2025
Q4 		$28.1K Hold
2,852
– – ﹤0.01% 1525
2025
Q3 		$28K Hold
2,852
– – ﹤0.01% 1453
2025
Q2 		$24.8K Sell
2,852
-2,000
-41% -$18.9K ﹤0.01% 1373
2025
Q1 		$45.2K Sell
4,852
-7,309
-60% -$75.3K ﹤0.01% 1068
2024
Q4 		$123K Buy
12,161
+1,983
+19% +$24.8K 0.01% 682
2024
Q3 		$132K Sell
10,178
-5,600
-35% -$80.9K 0.01% 671
2024
Q2 		$226K Sell
15,778
-5,444
-26% -$89.4K 0.02% 427
2024
Q1 		$368K Sell
21,222
-372
-2% -$5.37K 0.03% 278
2023
Q4 		$293K Sell
21,594
-451
-2% -$6.21K 0.03% 277
2023
Q3 		$285K Sell
22,045
-1,716
-7% -$21.4K 0.03% 262
2023
Q2 		$310K Buy
23,761
+23,261
+4,652% +$283K 0.03% 252
2023
Q1 		$6.16K Hold
500
– – ﹤0.01% 1039
2022
Q4 		$4.34K Hold
500
– – ﹤0.01% 1060
2022
Q3 		$5K Hold
500
– – ﹤0.01% 973
2022
Q2 		$7K Hold
500
– – ﹤0.01% 806
2022
Q1 		$8K Hold
500
– – ﹤0.01% 714
2021
Q4 		$9K Hold
500
– – ﹤0.01% 712
2021
Q3 		$10K Sell
500
-50
-9% -$1.2K ﹤0.01% 598
2021
Q2 		$19K Hold
550
– – ﹤0.01% 446
2021
Q1 		$10K Hold
550
– – ﹤0.01% 554
2020
Q4 		$10K Sell
550
-30
-5% -$496 ﹤0.01% 500
2020
Q3 		$9K Buy
+580
New +$10.3K ﹤0.01% 458

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Larson Financial Group's SWBI Position: Q2 2026 in Review

Larson Financial Group held its Smith & Wesson (SWBI) position steady in Q2 2026 at 2,852 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Larson Financial Group first reported a position in SWBI in Q3 2020 and has held it in 24 quarters since. The position peaked at $368K in Q1 2024. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Larson Financial Group held 2,852 shares of Smith & Wesson worth $42.9K as of Q2 2026.
  • Larson Financial Group left its Smith & Wesson share count unchanged in Q2 2026.
  • Smith & Wesson made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1584 holding.
  • Larson Financial Group first reported a position in Smith & Wesson in Q3 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Smith & Wesson position peaked at $368K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.