NewEdge Advisors’s Smith & Wesson SWBI Stock Holding History

NewEdge Advisors’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	$4.21K	Buy	280 +8	+3%	+$120	﹤0.01%	3764
2026 Q1	$3.89K	Buy	272 +4	+1%	+$49	﹤0.01%	3658
2025 Q4	$2.65K	Sell	268 -97	-27%	-$936	﹤0.01%	3831
2025 Q3	$3.59K	Sell	365 -346	-49%	-$2.95K	﹤0.01%	3630
2025 Q2	$6.17K	Buy	711 +351	+98%	+$3.33K	﹤0.01%	3355
2025 Q1	$3.35K	Buy	360 +3	+0.8%	+$31	﹤0.01%	3404
2024 Q4	$3.61K	Buy	357 +237	+198%	+$2.97K	﹤0.01%	3320
2024 Q3	$1.56K	Hold	120	–	–	﹤0.01%	3437
2024 Q2	$1.72K	Hold	120	–	–	﹤0.01%	3368
2024 Q1	$2.08K	Buy	120 +20	+20%	+$289	﹤0.01%	3358
2023 Q4	$1.36K	Hold	100	–	–	﹤0.01%	3408
2023 Q3	$1.29K	Hold	100	–	–	﹤0.01%	3131
2023 Q2	$1.3K	Sell	100 -1	-1%	-$12	﹤0.01%	3195
2023 Q1	$1.24K	Sell	101 -500	-83%	-$5.35K	﹤0.01%	3128
2022 Q4	$4.34K	Buy	+601	New	+$6.33K	﹤0.01%	2638
2020 Q2	–	Sell	-17,238	Closed	-$110K	–	936
2020 Q1	$110K	Buy	+17,238	New	+$122K	0.01%	739

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

NewEdge Advisors's SWBI Position: Q2 2026 in Review

NewEdge Advisors increased its Smith & Wesson (SWBI) stake by 2.9% in Q2 2026, buying an estimated $120 and bringing the position to 280 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3764.

NewEdge Advisors first reported a position in SWBI in Q1 2020 and has held it in 16 quarters since. The position peaked at $110K in Q1 2020. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

NewEdge Advisors held 280 shares of Smith & Wesson worth $4.21K as of Q2 2026.
NewEdge Advisors bought 8 Smith & Wesson shares in Q2 2026, an estimated $120.
Smith & Wesson made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3764 holding.
NewEdge Advisors first reported a position in Smith & Wesson in Q1 2020 and has held it in 16 quarters since.
NewEdge Advisors's Smith & Wesson position peaked at $110K in Q1 2020.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.