SHP Wealth Management’s Smith & Wesson SWBI Stock Holding History

SHP Wealth Management’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	$752	Hold	50	–	–	﹤0.01%	1676
2026 Q1	$716	Hold	50	–	–	﹤0.01%	1549
2025 Q4	$494	Buy	+50	New	+$483	﹤0.01%	1367

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 $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SHP Wealth Management's SWBI Position: Q2 2026 in Review

SHP Wealth Management held its Smith & Wesson (SWBI) position steady in Q2 2026 at 50 shares worth $752. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

SHP Wealth Management first reported a position in SWBI in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

SHP Wealth Management held 50 shares of Smith & Wesson worth $752 as of Q2 2026.
SHP Wealth Management left its Smith & Wesson share count unchanged in Q2 2026.
Smith & Wesson made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1676 holding.
SHP Wealth Management first reported a position in Smith & Wesson in Q4 2025 and has held it in 3 quarters since.
199 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.