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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
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

SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Armstrong Advisory Group's SYM Position: Q2 2026 in Review

Armstrong Advisory Group held its Symbotic (SYM) position steady in Q2 2026 at 1,290 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Armstrong Advisory Group first reported a position in SYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $295K in Q2 2025. 52 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Armstrong Advisory Group held 1,290 shares of Symbotic worth $58K as of Q2 2026.
  • Armstrong Advisory Group left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #409 holding.
  • Armstrong Advisory Group first reported a position in Symbotic in Q4 2022 and has held it in 15 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 Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.