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Addison Advisors’s Symbotic SYM Stock Holding History

Addison Advisors’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 		$225 Hold
5
– – ﹤0.01% 673
2026
Q1 		$266 Hold
5
– – ﹤0.01% 953
2025
Q4 		$298 Hold
5
– – ﹤0.01% 875
2025
Q3 		$270 Hold
5
– – ﹤0.01% 865
2025
Q2 		$195 Hold
5
– – ﹤0.01% 859
2025
Q1 		$102 Buy
+5
New +$128 ﹤0.01% 824

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

Addison Advisors's SYM Position: Q2 2026 in Review

Addison Advisors held its Symbotic (SYM) position steady in Q2 2026 at 5 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Addison Advisors first reported a position in SYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $298 in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Addison Advisors held 5 shares of Symbotic worth $225 as of Q2 2026.
  • Addison Advisors left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #673 holding.
  • Addison Advisors first reported a position in Symbotic in Q1 2025 and has held it in 6 quarters since.
  • Addison Advisors's Symbotic position peaked at $298 in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.