AEPWM
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Atlantic Edge Private Wealth Management’s Symbotic SYM Stock Holding History

Atlantic Edge Private Wealth Management’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 		$5.62K Sell
125
-100
-44% -$5.1K ﹤0.01% 484
2026
Q1 		$12K Hold
225
– – ﹤0.01% 369
2025
Q4 		$13.4K Buy
225
+25
+13% +$1.65K ﹤0.01% 347
2025
Q3 		$10.8K Sell
200
-200
-50% -$10.1K ﹤0.01% 361
2025
Q2 		$15.5K Buy
+400
New +$10.5K ﹤0.01% 324

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Atlantic Edge Private Wealth Management's SYM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Symbotic (SYM) stake by 44% in Q2 2026, selling an estimated $5.1K and leaving 125 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Atlantic Edge Private Wealth Management first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.5K in Q2 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 125 shares of Symbotic worth $5.62K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 100 Symbotic shares in Q2 2026, an estimated $5.1K.
  • Symbotic made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Edge Private Wealth Management's Symbotic position peaked at $15.5K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.