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
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 $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 $1.47T 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 $5.7T AUM 30.48% 1-Year Est. Return