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MassMutual Private Wealth & Trust’s Smith & Wesson SWBI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-18
Closed -$156 – 2456
2025
Q2 		$156 Hold
18
– – ﹤0.01% 2306
2025
Q1 		$168 Hold
18
– – ﹤0.01% 2304
2024
Q4 		$182 Buy
+18
New +$225 ﹤0.01% 2257

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MassMutual Private Wealth & Trust's SWBI Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Smith & Wesson (SWBI) in Q3 2025, closing a stake of 18 shares — an estimated $156 sold.

MassMutual Private Wealth & Trust first reported a position in SWBI in Q4 2024 and held it in 3 quarters. The position peaked at $182 in Q4 2024. 166 funds tracked by Wall St. Rank hold SWBI as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Smith & Wesson position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 18 Smith & Wesson shares in Q3 2025, an estimated $156.
  • MassMutual Private Wealth & Trust first reported a position in Smith & Wesson in Q4 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Smith & Wesson position peaked at $182 in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.