Wealth Enhancement Advisory Services’s Smith & Wesson SWBI Stock Holding History

Wealth Enhancement 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
2026 Q3	$265K	Buy	18,546 +6,473	+54%	+$91.7K	﹤0.01%	3470
2026 Q2	$188K	Buy	+12,073	New	+$181K	﹤0.01%	3613
2024 Q4	–	Sell	-13,511	Closed	-$175K	–	3107
2024 Q3	$175K	Buy	+13,511	New	+$195K	﹤0.01%	2474
2024 Q1	–	Sell	-11,461	Closed	-$155K	–	2565
2023 Q4	$155K	Buy	+11,461	New	+$158K	﹤0.01%	2127

Other funds holding SWBI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's SWBI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Smith & Wesson (SWBI) stake by 54% in Q3 2026, buying an estimated $91.7K and bringing the position to 18,546 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Wealth Enhancement Advisory Services first reported a position in SWBI in Q4 2023 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold SWBI as of Q3 2026.

Wealth Enhancement Advisory Services held 18,546 shares of Smith & Wesson worth $265K as of Q3 2026.
Wealth Enhancement Advisory Services bought 6,473 Smith & Wesson shares in Q3 2026, an estimated $91.7K.
Smith & Wesson made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3470 holding.
Wealth Enhancement Advisory Services first reported a position in Smith & Wesson in Q4 2023 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.