Bank of Montreal
SYM icon

Bank of Montreal’s Symbotic SYM Stock Holding History

Bank of Montreal’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 		– Sell
-18,283
Closed -$973K – 4045
2026
Q1 		$973K Buy
+18,283
New +$1.05M ﹤0.01% 2050
2021
Q4 		– Sell
-156,599
Closed -$1.54M – 3861
2021
Q3 		$1.54M Sell
156,599
-447,445
-74% -$4.39M ﹤0.01% 2228
2021
Q2 		$6.02M Buy
604,044
+397,445
+192% +$4.01M ﹤0.01% 1521
2021
Q1 		$2.12M Buy
+206,599
New +$2.11M ﹤0.01% 1769

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 Montreal's SYM Position: Q2 2026 in Review

Bank of Montreal sold out of Symbotic (SYM) in Q2 2026, closing a stake of 18,283 shares — an estimated $973K sold.

Bank of Montreal first reported a position in SYM in Q1 2021 and held it in 4 quarters. The position peaked at $6.02M in Q2 2021. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bank of Montreal reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 18,283 Symbotic shares in Q2 2026, an estimated $973K.
  • Bank of Montreal first reported a position in Symbotic in Q1 2021 and held it in 4 quarters.
  • Bank of Montreal's Symbotic position peaked at $6.02M in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.