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Beacon Capital Management LLC (Tennessee)’s Symbotic SYM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-113
Closed -$4.39K – 899
2025
Q2 		$4.39K Hold
113
– – ﹤0.01% 789
2025
Q1 		$2.28K Hold
113
– – ﹤0.01% 917
2024
Q4 		$2.68K Buy
+113
New +$3.21K ﹤0.01% 830

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Beacon Capital Management LLC (Tennessee)'s SYM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Symbotic (SYM) in Q3 2025, closing a stake of 113 shares — an estimated $4.39K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SYM in Q4 2024 and held it in 3 quarters. The position peaked at $4.39K in Q2 2025. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 113 Symbotic shares in Q3 2025, an estimated $4.39K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Symbotic in Q4 2024 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Symbotic position peaked at $4.39K in Q2 2025.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.