Blue Bell Private Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $228K | Hold |
2,725
| – | – | 0.03% | 270 |
|
|
2026
Q1 | $194K | Hold |
2,725
| – | – | 0.03% | 272 |
|
|
2025
Q4 | $201K | Hold |
2,725
| – | – | 0.03% | 256 |
|
|
2025
Q3 | $224K | Buy |
2,725
+750
| +38% | +$60K | 0.03% | 240 |
|
|
2025
Q2 | $150K | Buy |
1,975
+874
| +79% | +$63.5K | 0.03% | 268 |
|
|
2025
Q1 | $82.6K | Buy |
1,101
+126
| +13% | +$9.24K | 0.02% | 313 |
|
|
2024
Q4 | $74.5K | Sell |
975
-174
| -15% | -$13.3K | 0.01% | 314 |
|
|
2024
Q3 | $89.7K | Buy |
1,149
+34
| +3% | +$2.56K | 0.02% | 288 |
|
|
2024
Q2 | $79.6K | Hold |
1,115
| – | – | 0.02% | 301 |
|
|
2024
Q1 | $90.5K | Buy |
1,115
+4
| +0.4% | +$315 | 0.02% | 268 |
|
|
2023
Q4 | $81.2K | Hold |
1,111
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $73.4K | Buy |
1,111
+102
| +10% | +$7.33K | 0.02% | 226 |
|
|
2023
Q2 | $74.9K | Sell |
1,009
-176
| -15% | -$13K | 0.02% | 219 |
|
|
2023
Q1 | $91.5K | Hold |
1,185
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $90.6K | Hold |
1,185
| – | – | 0.03% | 170 |
|
|
2022
Q3 | $84K | Hold |
1,185
| – | – | 0.03% | 175 |
|
|
2022
Q2 | $100K | Hold |
1,185
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $97K | Hold |
1,185
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $93K | Buy |
+1,185
| New | +$91.2K | 0.02% | 168 |
|
|
2016
Q4 | – | Sell |
-975
| Closed | -$48K | – | 379 |
|
|
2016
Q3 | $48K | Hold |
975
| – | – | 0.03% | 211 |
|
|
2016
Q2 | $50K | Hold |
975
| – | – | 0.03% | 214 |
|
|
2016
Q1 | $46K | Hold |
975
| – | – | 0.03% | 226 |
|
|
2015
Q4 | $40K | Hold |
975
| – | – | 0.03% | 236 |
|
|
2015
Q3 | $38K | Hold |
975
| – | – | 0.03% | 245 |
|
|
2015
Q2 | $35K | Hold |
975
| – | – | 0.02% | 259 |
|
|
2015
Q1 | $36K | Hold |
975
| – | – | 0.02% | 253 |
|
|
2014
Q4 | $38K | Hold |
975
| – | – | 0.02% | 255 |
|
|
2014
Q3 | $37K | Hold |
975
| – | – | 0.02% | 267 |
|
|
2014
Q2 | $37K | Hold |
975
| – | – | 0.02% | 257 |
|
|
2014
Q1 | $35K | Hold |
975
| – | – | 0.02% | 235 |
|
|
2013
Q4 | $35K | Buy |
+975
| New | +$33K | 0.03% | 236 |
|
Other funds holding SYY
Blue Bell Private Wealth Management's SYY Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its Sysco (SYY) position steady in Q2 2026 at 2,725 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #270.
Blue Bell Private Wealth Management first reported a position in SYY in Q4 2013 and has held it in 31 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.
- Blue Bell Private Wealth Management held 2,725 shares of Sysco worth $228K as of Q2 2026.
- Blue Bell Private Wealth Management left its Sysco share count unchanged in Q2 2026.
- Sysco made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #270 holding.
- Blue Bell Private Wealth Management first reported a position in Sysco in Q4 2013 and has held it in 31 quarters since.
- 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.