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Benson Wealth Management’s Symbotic SYM Stock Holding History

Benson Wealth 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 		$360 Buy
+8
New +$408 ﹤0.01% 354

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Vanguard Portfolio Management
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Vanguard Capital Management
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JP Morgan Chase
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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

Benson Wealth Management's SYM Position: Q2 2026 in Review

Benson Wealth Management opened a new position in Symbotic (SYM) in Q2 2026: 8 shares worth $360. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

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

  • Benson Wealth Management held 8 shares of Symbotic worth $360 as of Q2 2026.
  • Symbotic was a new Benson Wealth Management position in Q2 2026.
  • Symbotic made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #354 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.