Strategic Investment Solutions’s Smith & Wesson SWBI Stock Holding History

Strategic Investment Solutions’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	$7.02K	Buy	467 +4	+0.9%	+$60	﹤0.01%	472
2026 Q1	$6.63K	Buy	463 +6	+1%	+$73	﹤0.01%	463
2025 Q4	$4.51K	Buy	457 +6	+1%	+$58	﹤0.01%	485
2025 Q3	$4.43K	Buy	451 +8	+2%	+$68	﹤0.01%	456
2025 Q2	$3.85K	Buy	443 +6	+1%	+$57	﹤0.01%	458
2025 Q1	$4.08K	Buy	437 +5	+1%	+$52	﹤0.01%	464
2024 Q4	$4.36K	Buy	432 +5	+1%	+$63	﹤0.01%	467
2024 Q3	$5.55K	Buy	+427	New	+$6.17K	﹤0.01%	424
2023 Q4	$5.66K	Sell	417 -25,548	-98%	-$352K	﹤0.01%	844
2023 Q3	$324K	Buy	25,965 +25,555	+6,233%	+$319K	﹤0.01%	449
2023 Q2	$4.76K	Hold	410	–	–	﹤0.01%	659
2023 Q1	$5.04K	Buy	+410	New	+$4.39K	﹤0.01%	755

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Strategic Investment Solutions's SWBI Position: Q2 2026 in Review

Strategic Investment Solutions increased its Smith & Wesson (SWBI) stake by 0.86% in Q2 2026, buying an estimated $60 and bringing the position to 467 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Strategic Investment Solutions first reported a position in SWBI in Q1 2023 and has held it in 12 quarters since. The position peaked at $324K in Q3 2023. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Strategic Investment Solutions held 467 shares of Smith & Wesson worth $7.02K as of Q2 2026.
Strategic Investment Solutions bought 4 Smith & Wesson shares in Q2 2026, an estimated $60.
Smith & Wesson made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #472 holding.
Strategic Investment Solutions first reported a position in Smith & Wesson in Q1 2023 and has held it in 12 quarters since.
Strategic Investment Solutions's Smith & Wesson position peaked at $324K in Q3 2023.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.