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Bogart Wealth LLC’s Symbotic SYM Stock Holding History

Bogart Wealth LLC’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 		$1.98K Sell
44
-10
-19% -$510 ﹤0.01% 1459
2026
Q1 		$2.87K Sell
54
-22
-29% -$1.26K ﹤0.01% 1195
2025
Q4 		$4.52K Hold
76
– – ﹤0.01% 1021
2025
Q3 		$4.1K Buy
76
+8
+12% +$404 ﹤0.01% 1017
2025
Q2 		$2.64K Buy
+68
New +$1.78K ﹤0.01% 1053
2024
Q2 		– Sell
-500
Closed -$22.5K – 1171
2024
Q1 		$22.5K Buy
+500
New +$21.9K ﹤0.01% 494

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Bogart Wealth LLC's SYM Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Symbotic (SYM) stake by 19% in Q2 2026, selling an estimated $510 and leaving 44 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Bogart Wealth LLC first reported a position in SYM in Q1 2024 and has held it in 6 quarters since. The position peaked at $22.5K in Q1 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bogart Wealth LLC held 44 shares of Symbotic worth $1.98K as of Q2 2026.
  • Bogart Wealth LLC sold 10 Symbotic shares in Q2 2026, an estimated $510.
  • Symbotic made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1459 holding.
  • Bogart Wealth LLC first reported a position in Symbotic in Q1 2024 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Symbotic position peaked at $22.5K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.