Stephens Consulting’s Smith & Wesson SWBI Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-40	Closed	-$373	–	1910
2025 Q1	$373	Buy	+40	New	+$412	﹤0.01%	1183

Other funds holding SWBI

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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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Stephens Consulting's SWBI Position: Q2 2025 in Review

Stephens Consulting sold out of Smith & Wesson (SWBI) in Q2 2025, closing a stake of 40 shares — an estimated $373 sold.

Stephens Consulting first reported a position in SWBI in Q1 2025 and held it in 1 quarter. The position peaked at $373 in Q1 2025. 174 funds tracked by Wall St. Rank hold SWBI as of Q2 2025.

Stephens Consulting reported no remaining Smith & Wesson position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 40 Smith & Wesson shares in Q2 2025, an estimated $373.
Stephens Consulting first reported a position in Smith & Wesson in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Smith & Wesson position peaked at $373 in Q1 2025.
174 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.