Ameriprise
SYM icon

Ameriprise’s Symbotic SYM Stock Holding History

Ameriprise’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 		$90.4M Buy
2,011,390
+1,963,912
+4,136% +$100M 0.02% 647
2026
Q1 		$2.53M Buy
47,478
+27,592
+139% +$1.58M ﹤0.01% 2840
2025
Q4 		$1.18M Buy
19,886
+1,479
+8% +$97.7K ﹤0.01% 3252
2025
Q3 		$992K Sell
18,407
-2,838
-13% -$143K ﹤0.01% 3365
2025
Q2 		$825K Sell
21,245
-8,247
-28% -$216K ﹤0.01% 3343
2025
Q1 		$596K Sell
29,492
-12,438
-30% -$318K ﹤0.01% 3416
2024
Q4 		$994K Sell
41,930
-57,932
-58% -$1.65M ﹤0.01% 3235
2024
Q3 		$2.44M Buy
99,862
+17,234
+21% +$468K ﹤0.01% 2810
2024
Q2 		$2.91M Sell
82,628
-65,215
-44% -$2.64M ﹤0.01% 2681
2024
Q1 		$6.65M Buy
147,843
+102,897
+229% +$4.51M ﹤0.01% 2140
2023
Q4 		$2.31M Buy
+44,946
New +$1.97M ﹤0.01% 2800

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Ameriprise's SYM Position: Q2 2026 in Review

Ameriprise increased its Symbotic (SYM) stake by 4,136% in Q2 2026, buying an estimated $100M and bringing the position to 2,011,390 shares worth $90.4M. The position accounts for 0.02% of the portfolio, ranked #647.

Ameriprise first reported a position in SYM in Q4 2023 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Ameriprise held 2,011,390 shares of Symbotic worth $90.4M as of Q2 2026.
  • Ameriprise bought 1,963,912 Symbotic shares in Q2 2026, an estimated $100M.
  • Symbotic made up 0.02% of Ameriprise's portfolio in Q2 2026, its #647 holding.
  • Ameriprise first reported a position in Symbotic in Q4 2023 and has held it in 11 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.