Westside Investment Management’s Smith & Wesson SWBI Stock Holding History

Westside Investment Management’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
2025 Q4	–	Sell	-35	Closed	-$344	–	1542
2025 Q3	$344	Hold	35	–	–	﹤0.01%	1356
2025 Q2	$304	Hold	35	–	–	﹤0.01%	1261
2025 Q1	$326	Hold	35	–	–	﹤0.01%	955
2024 Q4	$354	Hold	35	–	–	﹤0.01%	961
2024 Q3	$454	Hold	35	–	–	﹤0.01%	966
2024 Q2	$502	Hold	35	–	–	﹤0.01%	957
2024 Q1	$608	Hold	35	–	–	﹤0.01%	872
2023 Q4	$475	Hold	35	–	–	﹤0.01%	840
2023 Q3	$452	Hold	35	–	–	﹤0.01%	814
2023 Q2	$456	Hold	35	–	–	﹤0.01%	816
2023 Q1	$431	Hold	35	–	–	﹤0.01%	811
2022 Q4	$0	Hold	35	–	–	﹤0.01%	853
2022 Q3	$0	Hold	35	–	–	﹤0.01%	849
2022 Q2	$0	Hold	35	–	–	﹤0.01%	835
2022 Q1	$0	Hold	35	–	–	﹤0.01%	815
2021 Q4	$0	Hold	35	–	–	﹤0.01%	792
2021 Q3	$0	Hold	35	–	–	﹤0.01%	765
2021 Q2	$1	Hold	35	–	–	﹤0.01%	724
2021 Q1	$0	Hold	35	–	–	﹤0.01%	746
2020 Q4	$0	Hold	35	–	–	﹤0.01%	677
2020 Q3	$1	Sell	35 -11	-24%	-$194	﹤0.01%	658
2020 Q2	$1	Buy	+46	New	+$427	﹤0.01%	645

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westside Investment Management's SWBI Position: Q4 2025 in Review

Westside Investment Management sold out of Smith & Wesson (SWBI) in Q4 2025, closing a stake of 35 shares — an estimated $344 sold.

Westside Investment Management first reported a position in SWBI in Q2 2020 and held it in 22 quarters. The position peaked at $608 in Q1 2024. 169 funds tracked by Wall St. Rank hold SWBI as of Q4 2025.

Westside Investment Management reported no remaining Smith & Wesson position as of Q4 2025 after selling out during the quarter.
Westside Investment Management sold 35 Smith & Wesson shares in Q4 2025, an estimated $344.
Westside Investment Management first reported a position in Smith & Wesson in Q2 2020 and held it in 22 quarters.
Westside Investment Management's Smith & Wesson position peaked at $608 in Q1 2024.
169 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.