Alchemi Wealth’s Symbotic SYM Stock Holding History

Alchemi Wealth’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	–	Sell	-6,600	Closed	-$351K	–	174
2026 Q1	$351K	Sell	6,600 -500	-7%	-$28.6K	0.19%	115
2025 Q4	$422K	Buy	+7,100	New	+$469K	0.23%	96

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alchemi Wealth's SYM Position: Q2 2026 in Review

Alchemi Wealth sold out of Symbotic (SYM) in Q2 2026, closing a stake of 6,600 shares — an estimated $351K sold.

Alchemi Wealth first reported a position in SYM in Q4 2025 and held it in 2 quarters. The position peaked at $422K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Alchemi Wealth reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Alchemi Wealth sold 6,600 Symbotic shares in Q2 2026, an estimated $351K.
Alchemi Wealth first reported a position in Symbotic in Q4 2025 and held it in 2 quarters.
Alchemi Wealth's Symbotic position peaked at $422K in Q4 2025.
418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.