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Wealth Preservation Advisors’s Smith & Wesson SWBI Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-82
Closed -$1.18K – 841
2026
Q1 		$1.18K Buy
+82
New +$996 ﹤0.01% 665

Other funds holding SWBI

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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

Wealth Preservation Advisors's SWBI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Smith & Wesson (SWBI) in Q2 2026, closing a stake of 82 shares — an estimated $1.18K sold.

Wealth Preservation Advisors first reported a position in SWBI in Q1 2026 and held it in 1 quarter. The position peaked at $1.18K in Q1 2026. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Smith & Wesson position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 82 Smith & Wesson shares in Q2 2026, an estimated $1.18K.
  • Wealth Preservation Advisors first reported a position in Smith & Wesson in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Smith & Wesson position peaked at $1.18K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.