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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
2020
Q4 		– Sell
-500
Closed -$2K – 845
2020
Q3 		$2K Buy
+500
New +$8.84K ﹤0.01% 617

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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Larson Financial Group's SWBI Position: Q1 2026 in Review

Larson Financial Group held its Smith & Wesson (SWBI) position steady in Q1 2026 at 2,852 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Larson Financial Group first reported a position in SWBI in Q3 2020 and has held it in 23 quarters since. The position peaked at $368K in Q1 2024. 190 funds tracked by Wall St. Rank hold SWBI as of Q1 2026.

  • Larson Financial Group held 2,852 shares of Smith & Wesson worth $40.9K as of Q1 2026.
  • Larson Financial Group left its Smith & Wesson share count unchanged in Q1 2026.
  • Smith & Wesson made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1452 holding.
  • Larson Financial Group first reported a position in Smith & Wesson in Q3 2020 and has held it in 23 quarters since.
  • Larson Financial Group's Smith & Wesson position peaked at $368K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.