Asset Management One
SYM icon

Asset Management One’s Symbotic SYM Stock Holding History

Asset Management One’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
Q1 		$642K Buy
+12,070
New +$691K ﹤0.01% 781
2025
Q4 		– Sell
-2,942
Closed -$159K – 979
2025
Q3 		$159K Buy
+2,942
New +$149K ﹤0.01% 889
2024
Q3 		– Sell
-2,367
Closed -$83.2K – 997
2024
Q2 		$83.2K Buy
+2,367
New +$95.8K ﹤0.01% 911

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One's SYM Position: Q1 2026 in Review

Asset Management One opened a new position in Symbotic (SYM) in Q1 2026: 12,070 shares worth $642K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Asset Management One previously reported a position in SYM as recently as Q3 2025.

Asset Management One first reported a position in SYM in Q2 2024 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Asset Management One held 12,070 shares of Symbotic worth $642K as of Q1 2026.
  • Symbotic was a new Asset Management One position in Q1 2026.
  • Symbotic made up ﹤0.01% of Asset Management One's portfolio in Q1 2026, its #781 holding.
  • Asset Management One first reported a position in Symbotic in Q2 2024 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Asset Management One's 13F filing for Q1 2026, filed 8 May 2026.