Barclays

Barclays’s Symbotic SYM Stock Holding History

Barclays’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	$2.35M	Buy	44,217 +15,906	+56%	+$911K	﹤0.01%	2242
2025 Q4	$1.68M	Buy	28,311 +28,280	+91,226%	+$1.87M	﹤0.01%	3056
2025 Q3	$1.67K	Sell	31 -9,934	-100%	-$502K	﹤0.01%	5157
2025 Q2	$387K	Buy	9,965 +951	+11%	+$24.9K	﹤0.01%	3903
2025 Q1	$182K	Buy	9,014 +252	+3%	+$6.44K	﹤0.01%	4099
2024 Q4	$208K	Sell	8,762 -584	-6%	-$16.6K	﹤0.01%	4289
2024 Q3	$228K	Buy	9,346 +8,571	+1,106%	+$233K	﹤0.01%	4227
2024 Q2	$27.2K	Sell	775 -112,292	-99%	-$4.54M	﹤0.01%	4385
2024 Q1	$5.09M	Buy	113,067 +109,551	+3,116%	+$4.8M	﹤0.01%	1841
2023 Q4	$180K	Sell	3,516 -4,492	-56%	-$197K	﹤0.01%	4463
2023 Q3	$268K	Buy	8,008 +5,298	+195%	+$218K	﹤0.01%	3144
2023 Q2	$116K	Buy	2,710 +2,706	+67,650%	+$88.9K	﹤0.01%	3500
2023 Q1	$91	Hold	4	–	–	﹤0.01%	5003
2022 Q4	$48	Sell	4 -38,730	-100%	-$451K	﹤0.01%	5215
2022 Q3	$445K	Buy	+38,734	New	+$570K	﹤0.01%	2773
2022 Q2	–	Sell	-58,227	Closed	-$577K	–	5258
2022 Q1	$577K	Buy	+58,227	New	+$576K	﹤0.01%	2806

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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