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Adirondack Trust Company’s Symbotic SYM Stock Holding History

Adirondack Trust Company’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 		$11.4K Hold
254
– – ﹤0.01% 407
2026
Q1 		$13.5K Hold
254
– – ﹤0.01% 365
2025
Q4 		$15.1K Buy
254
+37
+17% +$2.44K 0.01% 353
2025
Q3 		$11.7K Buy
+217
New +$11K ﹤0.01% 385

Other funds holding SYM

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WI
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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

Adirondack Trust Company's SYM Position: Q2 2026 in Review

Adirondack Trust Company held its Symbotic (SYM) position steady in Q2 2026 at 254 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Adirondack Trust Company first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Adirondack Trust Company held 254 shares of Symbotic worth $11.4K as of Q2 2026.
  • Adirondack Trust Company left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #407 holding.
  • Adirondack Trust Company first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Adirondack Trust Company's Symbotic position peaked at $15.1K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.