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Addison Capital’s Symbotic SYM Stock Holding History

Addison Capital’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 		$332K Hold
7,375
– – 0.05% 157
2026
Q1 		$392K Hold
7,375
– – 0.07% 152
2025
Q4 		$439K Buy
7,375
+3,375
+84% +$223K 0.11% 113
2025
Q3 		$216K Buy
+4,000
New +$202K 0.06% 136

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 Capital's SYM Position: Q2 2026 in Review

Addison Capital held its Symbotic (SYM) position steady in Q2 2026 at 7,375 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #157.

Addison Capital first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $439K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Addison Capital held 7,375 shares of Symbotic worth $332K as of Q2 2026.
  • Addison Capital left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.05% of Addison Capital's portfolio in Q2 2026, its #157 holding.
  • Addison Capital first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Addison Capital's Symbotic position peaked at $439K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Addison Capital's 13F filing for Q2 2026, filed 4 Aug 2026.