Bank of America
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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
2025
Q4 		– Sell
-93,900
Closed -$5.06M – 8276
2025
Q3 		$5.06M Sell
93,900
-98,000
-51% -$4.95M ﹤0.01% 3997
2025
Q2 		$7.46M Buy
191,900
+98,000
+104% +$2.57M ﹤0.01% 3503
2025
Q1 		$1.9M Sell
93,900
-5,800
-6% -$148K ﹤0.01% 4726
2024
Q4 		$2.36M Sell
99,700
-211,500
-68% -$6.01M ﹤0.01% 4305
2024
Q3 		$7.59M Buy
+311,200
New +$8.45M ﹤0.01% 3341
2024
Q2 		– Sell
-33,700
Closed -$1.52M – 8409
2024
Q1 		$1.52M Sell
33,700
-187,500
-85% -$8.22M ﹤0.01% 4639
2023
Q4 		$11.4M Buy
+221,200
New +$9.7M ﹤0.01% 2747
2023
Q3 		– Sell
-114,200
Closed -$4.89M – 7940
2023
Q2 		$4.89M Buy
+114,200
New +$3.75M ﹤0.01% 3432
2022
Q4 		– Sell
-51,100
Closed -$588K – 8430
2022
Q3 		$588K Buy
+51,100
New +$752K ﹤0.01% 5286

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America's SYM Position: Q1 2026 in Review

Bank of America reduced its Symbotic (SYM) stake by 14% in Q1 2026, selling an estimated $10M and leaving 1,040,617 shares worth $55.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Bank of America first reported a position in SYM in Q3 2022 and has held it in 15 quarters since. The position peaked at $72.3M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Bank of America held 1,040,617 shares of Symbotic worth $55.4M as of Q1 2026.
  • Bank of America sold 174,912 Symbotic shares in Q1 2026, an estimated $10M.
  • Symbotic made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1519 holding.
  • Bank of America first reported a position in Symbotic in Q3 2022 and has held it in 15 quarters since.
  • Bank of America's Symbotic position peaked at $72.3M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.