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Bard Associates’s Symbotic SYM Stock Holding History

Bard Associates’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 		$225 Buy
+5
New +$255 ﹤0.01% 290

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Vanguard Portfolio Management
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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

Bard Associates's SYM Position: Q2 2026 in Review

Bard Associates opened a new position in Symbotic (SYM) in Q2 2026: 5 shares worth $225. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bard Associates held 5 shares of Symbotic worth $225 as of Q2 2026.
  • Symbotic was a new Bard Associates position in Q2 2026.
  • Symbotic made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #290 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.