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 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 $481B AUM 30.42% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHP Wealth Management's SWBI Position: Q1 2026 in Review

SHP Wealth Management held its Smith & Wesson (SWBI) position steady in Q1 2026 at 50 shares worth $716. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

SHP Wealth Management first reported a position in SWBI in Q4 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold SWBI as of Q1 2026.

SHP Wealth Management held 50 shares of Smith & Wesson worth $716 as of Q1 2026.
SHP Wealth Management left its Smith & Wesson share count unchanged in Q1 2026.
Smith & Wesson made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1549 holding.
SHP Wealth Management first reported a position in Smith & Wesson in Q4 2025 and has held it in 2 quarters since.
191 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.