Balyasny Asset Management
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Balyasny Asset Management’s Symbotic SYM Stock Holding History

Balyasny Asset 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
Q1 		– Sell
-27,000
Closed -$1.61M – 3504
2025
Q4 		$1.61M Hold
27,000
– – ﹤0.01% 1976
2025
Q3 		$1.46M Sell
27,000
-32,200
-54% -$1.63M ﹤0.01% 1959
2025
Q2 		$2.3M Sell
59,200
-13,100
-18% -$343K ﹤0.01% 1663
2025
Q1 		$1.46M Buy
+72,300
New +$1.85M ﹤0.01% 1846

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

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

Balyasny Asset Management increased its Symbotic (SYM) stake by 1,407% in Q1 2026, buying an estimated $4.51M and bringing the position to 84,463 shares worth $4.49M. The position accounts for 0.01% of the portfolio, ranked #1408.

Balyasny Asset Management first reported a position in SYM in Q3 2023 and has held it in 9 quarters since. The position peaked at $8.98M in Q3 2024. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Balyasny Asset Management held 84,463 shares of Symbotic worth $4.49M as of Q1 2026.
  • Balyasny Asset Management bought 78,860 Symbotic shares in Q1 2026, an estimated $4.51M.
  • Symbotic made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1408 holding.
  • Balyasny Asset Management first reported a position in Symbotic in Q3 2023 and has held it in 9 quarters since.
  • Balyasny Asset Management's Symbotic position peaked at $8.98M in Q3 2024.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.