AE Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.99M | Buy |
84,006
+1,611
| +2% | +$133K | 0.03% | 375 |
|
|
2025
Q4 | $6.07M | Buy |
82,395
+2,806
| +4% | +$213K | 0.03% | 361 |
|
|
2025
Q3 | $6.55M | Buy |
79,589
+60,680
| +321% | +$4.85M | 0.04% | 336 |
|
|
2025
Q2 | $1.43M | Buy |
18,909
+718
| +4% | +$52.1K | 0.01% | 624 |
|
|
2025
Q1 | $1.37M | Sell |
18,191
-87,198
| -83% | -$6.39M | 0.01% | 629 |
|
|
2024
Q4 | $8.06M | Buy |
105,389
+88,044
| +508% | +$6.74M | 0.07% | 264 |
|
|
2024
Q3 | $1.35M | Buy |
17,345
+2,466
| +17% | +$185K | 0.01% | 637 |
|
|
2024
Q2 | $1.06M | Buy |
14,879
+2,399
| +19% | +$179K | 0.01% | 687 |
|
|
2024
Q1 | $1.01M | Sell |
12,480
-25,072
| -67% | -$1.98M | 0.01% | 647 |
|
|
2023
Q4 | $2.82M | Buy |
37,552
+3,196
| +9% | +$221K | 0.01% | 785 |
|
|
2023
Q3 | $2.27M | Buy |
34,356
+1,207
| +4% | +$86.7K | 0.01% | 810 |
|
|
2023
Q2 | $2.46M | Buy |
33,149
+7,302
| +28% | +$540K | 0.01% | 779 |
|
|
2023
Q1 | $2M | Sell |
25,847
-1,964
| -7% | -$151K | 0.01% | 800 |
|
|
2022
Q4 | $2.13M | Sell |
27,811
-70,408
| -72% | -$5.69M | 0.02% | 720 |
|
|
2022
Q3 | $6.95M | Sell |
98,219
-39,472
| -29% | -$3.29M | 0.06% | 355 |
|
|
2022
Q2 | $11.7M | Buy |
137,691
+37,524
| +37% | +$3.14M | 0.09% | 242 |
|
|
2022
Q1 | $8.18M | Buy |
100,167
+16,458
| +20% | +$1.33M | 0.06% | 329 |
|
|
2021
Q4 | $6.58M | Buy |
83,709
+39,863
| +91% | +$3.07M | 0.05% | 367 |
|
|
2021
Q3 | $3.44M | Buy |
43,846
+3,342
| +8% | +$255K | 0.03% | 474 |
|
|
2021
Q2 | $3.15M | Buy |
40,504
+15,741
| +64% | +$1.27M | 0.03% | 492 |
|
|
2021
Q1 | $1.95M | Sell |
24,763
-43
| -0.2% | -$3.33K | 0.02% | 569 |
|
|
2020
Q4 | $1.84M | Buy |
24,806
+2,318
| +10% | +$159K | 0.02% | 519 |
|
|
2020
Q3 | $1.4M | Sell |
22,488
-1,091
| -5% | -$63.5K | 0.02% | 533 |
|
|
2020
Q2 | $1.29M | Buy |
23,579
+14,121
| +149% | +$742K | 0.02% | 533 |
|
|
2020
Q1 | $432K | Sell |
9,458
-7,709
| -45% | -$533K | 0.01% | 729 |
|
|
2019
Q4 | $1.47M | Buy |
17,167
+6,426
| +60% | +$521K | 0.03% | 432 |
|
|
2019
Q3 | $853K | Buy |
10,741
+729
| +7% | +$53.5K | 0.02% | 487 |
|
|
2019
Q2 | $708K | Buy |
10,012
+3,821
| +62% | +$272K | 0.02% | 496 |
|
|
2019
Q1 | $413K | Sell |
6,191
-707
| -10% | -$46K | 0.03% | 385 |
|
|
2018
Q4 | $432K | Buy |
6,898
+4
| +0.1% | +$270 | 0.07% | 274 |
|
|
2018
Q3 | $505K | Buy |
6,894
+3,900
| +130% | +$281K | 0.03% | 319 |
|
|
2018
Q2 | $204K | Buy |
+2,994
| New | +$191K | 0.01% | 419 |
|
|
2018
Q1 | – | Sell |
-3,527
| Closed | -$214K | – | 472 |
|
|
2017
Q4 | $214K | Buy |
+3,527
| New | +$200K | 0.02% | 386 |
|
Other funds holding SYY
VCM
VPM
AE Wealth Management's SYY Position: Q1 2026 in Review
AE Wealth Management increased its Sysco (SYY) stake by 2% in Q1 2026, buying an estimated $133K and bringing the position to 84,006 shares worth $5.99M. The position accounts for 0.03% of the portfolio, ranked #375.
AE Wealth Management first reported a position in SYY in Q4 2017 and has held it in 33 quarters since. The position peaked at $11.7M in Q2 2022. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.
- AE Wealth Management held 84,006 shares of Sysco worth $5.99M as of Q1 2026.
- AE Wealth Management bought 1,611 Sysco shares in Q1 2026, an estimated $133K.
- Sysco made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #375 holding.
- AE Wealth Management first reported a position in Sysco in Q4 2017 and has held it in 33 quarters since.
- AE Wealth Management's Sysco position peaked at $11.7M in Q2 2022.
- 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.