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True Wealth Design’s Smith & Wesson SWBI Stock Holding History

True Wealth Design’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
Q3 		$493 Buy
35
+27
+338% +$383 ﹤0.01% 2136
2026
Q2 		$121 Sell
8
-4
-33% -$60 ﹤0.01% 2525
2026
Q1 		$172 Buy
12
+4
+50% +$49 ﹤0.01% 2359
2025
Q4 		$79 Hold
8
– – ﹤0.01% 2376
2025
Q3 		$79 Buy
+8
New +$68 ﹤0.01% 2496
2024
Q4 		– Sell
-62
Closed -$805 – 1510
2024
Q3 		$805 Buy
+62
New +$895 ﹤0.01% 1014

Other funds holding SWBI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's SWBI Position: Q3 2026 in Review

True Wealth Design increased its Smith & Wesson (SWBI) stake by 338% in Q3 2026, buying an estimated $383 and bringing the position to 35 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

True Wealth Design first reported a position in SWBI in Q3 2024 and has held it in 6 quarters since. The position peaked at $805 in Q3 2024. 6 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

  • True Wealth Design held 35 shares of Smith & Wesson worth $493 as of Q3 2026.
  • True Wealth Design bought 27 Smith & Wesson shares in Q3 2026, an estimated $383.
  • Smith & Wesson made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2136 holding.
  • True Wealth Design first reported a position in Smith & Wesson in Q3 2024 and has held it in 6 quarters since.
  • True Wealth Design's Smith & Wesson position peaked at $805 in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.