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Spurstone Advisory Services’s Smith & Wesson SWBI Stock Holding History

Spurstone Advisory Services’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
2025
Q4 		– Sell
-4,700
Closed -$46.2K – 114
2025
Q3 		$46.2K Hold
4,700
– – 0.66% 23
2025
Q2 		$40.8K Hold
4,700
– – 0.62% 27
2025
Q1 		$43.8K Hold
4,700
– – 0.85% 19
2024
Q4 		$47.5K Buy
+4,700
New +$58.8K 0.9% 18

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Spurstone Advisory Services's SWBI Position: Q4 2025 in Review

Spurstone Advisory Services sold out of Smith & Wesson (SWBI) in Q4 2025, closing a stake of 4,700 shares — an estimated $46.2K sold.

Spurstone Advisory Services first reported a position in SWBI in Q4 2024 and held it in 4 quarters. The position peaked at $47.5K in Q4 2024. 169 funds tracked by Wall St. Rank hold SWBI as of Q4 2025.

  • Spurstone Advisory Services reported no remaining Smith & Wesson position as of Q4 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 4,700 Smith & Wesson shares in Q4 2025, an estimated $46.2K.
  • Spurstone Advisory Services first reported a position in Smith & Wesson in Q4 2024 and held it in 4 quarters.
  • Spurstone Advisory Services's Smith & Wesson position peaked at $47.5K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.