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Scarborough Advisors’s Smith & Wesson SWBI Stock Holding History

Scarborough 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 		– Sell
-56
Closed -$805 – 616
2026
Q1 		$805 Buy
+56
New +$680 ﹤0.01% 652
2024
Q1 		– Sell
-611
Closed -$8.29K – 682
2023
Q4 		$8.29K Buy
+611
New +$8.41K ﹤0.01% 407

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

Scarborough Advisors's SWBI Position: Q2 2026 in Review

Scarborough Advisors sold out of Smith & Wesson (SWBI) in Q2 2026, closing a stake of 56 shares — an estimated $805 sold.

Scarborough Advisors first reported a position in SWBI in Q4 2023 and held it in 2 quarters. The position peaked at $8.29K in Q4 2023. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Scarborough Advisors reported no remaining Smith & Wesson position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 56 Smith & Wesson shares in Q2 2026, an estimated $805.
  • Scarborough Advisors first reported a position in Smith & Wesson in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Smith & Wesson position peaked at $8.29K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.