Bank of America
SYM icon

Bank of America’s Symbotic SYM Stock Holding History

Bank of America’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 		$47.5M Buy
1,057,026
+16,409
+2% +$836K ﹤0.01% 1750
2026
Q1 		$55.4M Sell
1,040,617
-174,912
-14% -$10M ﹤0.01% 1519
2025
Q4 		$72.3M Buy
1,215,529
+422,460
+53% +$27.9M 0.01% 1308
2025
Q3 		$42.7M Buy
793,069
+380,042
+92% +$19.2M ﹤0.01% 1884
2025
Q2 		$16M Sell
413,027
-61,191
-13% -$1.6M ﹤0.01% 2779
2025
Q1 		$9.58M Buy
474,218
+189,025
+66% +$4.83M ﹤0.01% 3180
2024
Q4 		$6.76M Sell
285,193
-246,822
-46% -$7.01M ﹤0.01% 3302
2024
Q3 		$13M Buy
532,015
+511,250
+2,462% +$13.9M ﹤0.01% 2818
2024
Q2 		$730K Sell
20,765
-41,382
-67% -$1.67M ﹤0.01% 5099
2024
Q1 		$2.8M Sell
62,147
-162,279
-72% -$7.11M ﹤0.01% 4176
2023
Q4 		$11.5M Buy
224,426
+204,709
+1,038% +$8.97M ﹤0.01% 2729
2023
Q3 		$659K Sell
19,717
-99,529
-83% -$4.09M ﹤0.01% 5120
2023
Q2 		$5.1M Buy
119,246
+117,782
+8,045% +$3.87M ﹤0.01% 3385
2023
Q1 		$33.4K Buy
1,464
+77
+6% +$1.29K ﹤0.01% 6619
2022
Q4 		$16.6K Sell
1,387
-49,713
-97% -$579K ﹤0.01% 6790
2022
Q3 		$588K Buy
+51,100
New +$752K ﹤0.01% 5285

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

Bank of America's SYM Position: Q2 2026 in Review

Bank of America increased its Symbotic (SYM) stake by 1.6% in Q2 2026, buying an estimated $836K and bringing the position to 1,057,026 shares worth $47.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Bank of America first reported a position in SYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $72.3M in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bank of America held 1,057,026 shares of Symbotic worth $47.5M as of Q2 2026.
  • Bank of America bought 16,409 Symbotic shares in Q2 2026, an estimated $836K.
  • Symbotic made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1750 holding.
  • Bank of America first reported a position in Symbotic in Q3 2022 and has held it in 16 quarters since.
  • Bank of America's Symbotic position peaked at $72.3M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.