SWM
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Spire Wealth Management’s Smith & Wesson SWBI Stock Holding History

Spire 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 		$28.7K Buy
1,911
+10
+0.5% +$150 ﹤0.01% 1327
2026
Q1 		$27.2K Buy
1,901
+16
+0.8% +$194 ﹤0.01% 1329
2025
Q4 		$18.6K Buy
1,885
+15
+0.8% +$145 ﹤0.01% 1510
2025
Q3 		$18.4K Buy
1,870
+19
+1% +$162 ﹤0.01% 1553
2025
Q2 		$16.1K Buy
1,851
+15
+0.8% +$142 ﹤0.01% 1586
2025
Q1 		$17.1K Buy
1,836
+16
+0.9% +$165 ﹤0.01% 1663
2024
Q4 		$18.4K Buy
1,820
+10
+0.6% +$125 ﹤0.01% 1650
2024
Q3 		$23.5K Buy
1,810
+9
+0.5% +$130 ﹤0.01% 1392
2024
Q2 		$25.8K Sell
1,801
-1,146
-39% -$18.8K ﹤0.01% 1350
2024
Q1 		$51.2K Hold
2,947
– – ﹤0.01% 1206
2023
Q4 		$38.7K Sell
2,947
-381
-11% -$5.25K ﹤0.01% 1293
2023
Q3 		$43K Buy
3,328
+410
+14% +$5.12K ﹤0.01% 1217
2023
Q2 		$38K Hold
2,918
– – ﹤0.01% 1314
2023
Q1 		$35.9K Buy
2,918
+22
+0.8% +$235 ﹤0.01% 1351
2022
Q4 		$25K Sell
2,896
-841
-23% -$8.86K ﹤0.01% 1283
2022
Q3 		$39K Buy
3,737
+458
+14% +$6.05K ﹤0.01% 1050
2022
Q2 		$43K Sell
3,279
-1,153
-26% -$16.7K ﹤0.01% 1359
2022
Q1 		$67K Sell
4,432
-16,884
-79% -$284K ﹤0.01% 1334
2021
Q4 		$379K Buy
21,316
+308
+1% +$6.36K 0.01% 806
2021
Q3 		$436K Sell
21,008
-3,154
-13% -$75.8K 0.01% 638
2021
Q2 		$838K Buy
24,162
+213
+0.9% +$4.46K 0.02% 474
2021
Q1 		$72K Buy
+23,949
New +$436K ﹤0.01% 1547

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

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

Spire Wealth Management increased its Smith & Wesson (SWBI) stake by 0.53% in Q2 2026, buying an estimated $150 and bringing the position to 1,911 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Spire Wealth Management first reported a position in SWBI in Q1 2021 and has held it in 22 quarters since. The position peaked at $838K in Q2 2021. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Spire Wealth Management held 1,911 shares of Smith & Wesson worth $28.7K as of Q2 2026.
  • Spire Wealth Management bought 10 Smith & Wesson shares in Q2 2026, an estimated $150.
  • Smith & Wesson made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1327 holding.
  • Spire Wealth Management first reported a position in Smith & Wesson in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Smith & Wesson position peaked at $838K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.