API
SYY icon

Asset Planning Inc’s Sysco SYY Stock Holding History

Asset Planning Inc’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Hold
2,125
– – 0.11% 94
2025
Q4 		$157K Hold
2,125
– – 0.11% 90
2025
Q3 		$175K Hold
2,125
– – 0.13% 88
2025
Q2 		$161K Hold
2,125
– – 0.12% 92
2025
Q1 		$159K Hold
2,125
– – 0.13% 88
2024
Q4 		$162K Buy
+2,125
New +$163K 0.12% 84

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Planning Inc's SYY Position: Q1 2026 in Review

Asset Planning Inc held its Sysco (SYY) position steady in Q1 2026 at 2,125 shares worth $152K. The position accounts for 0.11% of the portfolio, ranked #94.

Asset Planning Inc first reported a position in SYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $175K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Asset Planning Inc held 2,125 shares of Sysco worth $152K as of Q1 2026.
  • Asset Planning Inc left its Sysco share count unchanged in Q1 2026.
  • Sysco made up 0.11% of Asset Planning Inc's portfolio in Q1 2026, its #94 holding.
  • Asset Planning Inc first reported a position in Sysco in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Sysco position peaked at $175K in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.