Armstrong Advisory Group’s Symbotic SYM Stock Holding History

Armstrong Advisory Group’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 Q3	$54.3K	Hold	1,290	–	–	﹤0.01%	416
2026 Q2	$58K	Hold	1,290	–	–	﹤0.01%	409
2026 Q1	$68.6K	Hold	1,290	–	–	﹤0.01%	366
2025 Q4	$76.8K	Sell	1,290 -1,812	-58%	-$120K	0.01%	343
2025 Q3	$167K	Sell	3,102 -4,492	-59%	-$227K	0.01%	237
2025 Q2	$295K	Sell	7,594 -4,188	-36%	-$110K	0.02%	163
2025 Q1	$279K	Hold	11,782	–	–	0.02%	158
2024 Q4	$279K	Buy	11,782 +6,479	+122%	+$184K	0.02%	158
2024 Q3	$129K	Hold	5,303	–	–	0.01%	235
2024 Q2	$186K	Buy	5,303 +656	+14%	+$26.5K	0.02%	191
2024 Q1	$239K	Hold	4,647	–	–	0.02%	163
2023 Q4	$239K	Buy	4,647 +2,225	+92%	+$97.5K	0.02%	163
2023 Q3	$81K	Sell	2,422 -2,225	-48%	-$91.5K	0.01%	269
2023 Q2	$199K	Sell	4,647 -1,125	-19%	-$37K	0.02%	173
2023 Q1	$132K	Buy	5,772 +100	+2%	+$1.67K	0.02%	206
2022 Q4	$67.7K	Buy	+5,672	New	+$66.1K	0.01%	276

Other funds holding SYM

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 35.29% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

HCC

Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Armstrong Advisory Group's SYM Position: Q3 2026 in Review

Armstrong Advisory Group held its Symbotic (SYM) position steady in Q3 2026 at 1,290 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Armstrong Advisory Group first reported a position in SYM in Q4 2022 and has held it in 16 quarters since. The position peaked at $295K in Q2 2025. 52 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Armstrong Advisory Group held 1,290 shares of Symbotic worth $54.3K as of Q3 2026.
Armstrong Advisory Group left its Symbotic share count unchanged in Q3 2026.
Symbotic made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #416 holding.
Armstrong Advisory Group first reported a position in Symbotic in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Symbotic position peaked at $295K in Q2 2025.
52 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.