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Summit Securities Group’s Smith & Wesson SWBI Stock Holding History

Summit Securities Group’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 		$10.3K Buy
+683
New +$10.3K ﹤0.01% 832
2025
Q3 		– Sell
-1,739
Closed -$15.1K – 1343
2025
Q2 		$15.1K Buy
+1,739
New +$16.5K ﹤0.01% 797
2017
Q1 		– Sell
-18,349
Closed -$297K – 392
2016
Q4 		$297K Buy
+18,349
New +$339K 0.06% 200

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

Summit Securities Group's SWBI Position: Q2 2026 in Review

Summit Securities Group opened a new position in Smith & Wesson (SWBI) in Q2 2026: 683 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SWBI as recently as Q2 2025.

Summit Securities Group first reported a position in SWBI in Q4 2016 and has held it in 3 quarters since. The position peaked at $297K in Q4 2016. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Summit Securities Group held 683 shares of Smith & Wesson worth $10.3K as of Q2 2026.
  • Smith & Wesson was a new Summit Securities Group position in Q2 2026.
  • Smith & Wesson made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #832 holding.
  • Summit Securities Group first reported a position in Smith & Wesson in Q4 2016 and has held it in 3 quarters since.
  • Summit Securities Group's Smith & Wesson position peaked at $297K in Q4 2016.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.