BIM
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Barton Investment Management’s Symbotic SYM Stock Holding History

Barton Investment Management’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 		$2.4M Buy
53,460
+16,647
+45% +$848K 0.33% 24
2026
Q1 		$1.96M Buy
36,813
+6,155
+20% +$352K 0.25% 26
2025
Q4 		$1.82M Buy
30,658
+233
+0.8% +$15.4K 0.2% 26
2025
Q3 		$1.64M Buy
+30,425
New +$1.54M 0.17% 28

Other funds holding SYM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Barton Investment Management's SYM Position: Q2 2026 in Review

Barton Investment Management increased its Symbotic (SYM) stake by 45% in Q2 2026, buying an estimated $848K and bringing the position to 53,460 shares worth $2.4M. The position accounts for 0.33% of the portfolio, ranked #24.

Barton Investment Management first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Barton Investment Management held 53,460 shares of Symbotic worth $2.4M as of Q2 2026.
  • Barton Investment Management bought 16,647 Symbotic shares in Q2 2026, an estimated $848K.
  • Symbotic made up 0.33% of Barton Investment Management's portfolio in Q2 2026, its #24 holding.
  • Barton Investment Management first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.