APFP
SYM icon

Action Point Financial Planning’s Symbotic SYM Stock Holding History

Action Point Financial Planning’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Buy
+3,558
New +$181K 0.02% 487

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's SYM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Symbotic (SYM) in Q2 2026: 3,558 shares worth $160K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Action Point Financial Planning held 3,558 shares of Symbotic worth $160K as of Q2 2026.
  • Symbotic was a new Action Point Financial Planning position in Q2 2026.
  • Symbotic made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #487 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.