Winch Advisory Services’s Smith & Wesson SWBI Stock Holding History

Winch 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 Q2	$4.94K	Buy	329 +3	+0.9%	+$45	﹤0.01%	400
2026 Q1	$4.67K	Buy	326 +5	+2%	+$61	﹤0.01%	369
2025 Q4	$3.17K	Buy	321 +4	+1%	+$39	﹤0.01%	392
2025 Q3	$3.12K	Buy	317 +5	+2%	+$43	﹤0.01%	396
2025 Q2	$2.71K	Buy	312 +4	+1%	+$38	﹤0.01%	390
2025 Q1	$2.87K	Buy	308 +4	+1%	+$41	﹤0.01%	384
2024 Q4	$3.07K	Buy	304 +3	+1%	+$38	﹤0.01%	408
2024 Q3	$3.91K	Buy	301 +3	+1%	+$43	﹤0.01%	329
2024 Q2	$4.28K	Buy	298 +2	+0.7%	+$33	﹤0.01%	327
2024 Q1	$5.14K	Buy	296 +2	+0.7%	+$29	﹤0.01%	308
2023 Q4	$3.98K	Buy	294 +3	+1%	+$41	﹤0.01%	320
2023 Q3	$4K	Buy	291 +3	+1%	+$37	﹤0.01%	321
2023 Q2	$4K	Hold	288	–	–	﹤0.01%	320
2023 Q1	$4K	Buy	288 +5	+2%	+$53	﹤0.01%	315
2022 Q4	$2K	Buy	283 +3	+1%	+$32	﹤0.01%	344
2022 Q3	$3K	Buy	280 +2	+0.7%	+$26	﹤0.01%	308
2022 Q2	$4K	Hold	278	–	–	﹤0.01%	303
2022 Q1	$4K	Hold	278	–	–	﹤0.01%	335
2021 Q4	$5K	Hold	278	–	–	﹤0.01%	330
2021 Q3	$6K	Buy	278 +2	+0.7%	+$48	﹤0.01%	317
2021 Q2	$10K	Hold	276	–	–	﹤0.01%	270
2021 Q1	$5K	Buy	+276	New	+$5.02K	﹤0.01%	313
2017 Q2	–	Sell	-79	Closed	-$1K	–	314
2017 Q1	$1K	Hold	79	–	–	﹤0.01%	275
2016 Q4	$1K	Hold	79	–	–	﹤0.01%	250
2016 Q3	$2K	Sell	79 -4,196	-98%	-$91.8K	﹤0.01%	242
2016 Q2	$89K	Buy	4,275 +4,206	+6,096%	+$75.1K	0.11%	62
2016 Q1	$1K	Buy	+69	New	+$1.28K	﹤0.01%	226

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Winch Advisory Services's SWBI Position: Q2 2026 in Review

Winch Advisory Services increased its Smith & Wesson (SWBI) stake by 0.92% in Q2 2026, buying an estimated $45 and bringing the position to 329 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Winch Advisory Services first reported a position in SWBI in Q1 2016 and has held it in 27 quarters since. The position peaked at $89K in Q2 2016. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Winch Advisory Services held 329 shares of Smith & Wesson worth $4.94K as of Q2 2026.
Winch Advisory Services bought 3 Smith & Wesson shares in Q2 2026, an estimated $45.
Smith & Wesson made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #400 holding.
Winch Advisory Services first reported a position in Smith & Wesson in Q1 2016 and has held it in 27 quarters since.
Winch Advisory Services's Smith & Wesson position peaked at $89K in Q2 2016.
200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.