Bogart Wealth LLC’s Sysco SYY Stock Holding History

Bogart Wealth LLC’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.6K	Buy	1,033 +32	+3%	+$2.65K	﹤0.01%	412
2025 Q4	$73.8K	Sell	1,001 -51	-5%	-$3.88K	﹤0.01%	385
2025 Q3	$86.6K	Buy	1,052 +27	+3%	+$2.16K	﹤0.01%	347
2025 Q2	$77.7K	Buy	1,025 +15	+1%	+$1.09K	﹤0.01%	360
2025 Q1	$75.8K	Buy	1,010 +32	+3%	+$2.35K	﹤0.01%	337
2024 Q4	$74.8K	Buy	978 +2	+0.2%	+$153	﹤0.01%	342
2024 Q3	$76.2K	Buy	976 +1	+0.1%	+$75	﹤0.01%	337
2024 Q2	$69.6K	Buy	975 +1	+0.1%	+$75	﹤0.01%	339
2024 Q1	$79.1K	Buy	974 +1	+0.1%	+$79	﹤0.01%	309
2023 Q4	$71.2K	Hold	973	–	–	﹤0.01%	316
2023 Q3	$64.3K	Hold	973	–	–	﹤0.01%	303
2023 Q2	$72.2K	Hold	973	–	–	﹤0.01%	277
2023 Q1	$75.1K	Hold	973	–	–	0.01%	263
2022 Q4	$74.4K	Hold	973	–	–	0.01%	256
2022 Q3	$69K	Hold	973	–	–	0.01%	260
2022 Q2	$82K	Buy	973 +800	+462%	+$67K	0.01%	229
2022 Q1	$14K	Hold	173	–	–	﹤0.01%	447
2021 Q4	$14K	Hold	173	–	–	﹤0.01%	439
2021 Q3	$14K	Buy	+173	New	+$13.2K	﹤0.01%	416
2021 Q2	–	Sell	-394	Closed	-$31K	–	730
2021 Q1	$31K	Buy	+394	New	+$30.5K	﹤0.01%	271

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bogart Wealth LLC's SYY Position: Q1 2026 in Review

Bogart Wealth LLC increased its Sysco (SYY) stake by 3.2% in Q1 2026, buying an estimated $2.65K and bringing the position to 1,033 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Bogart Wealth LLC first reported a position in SYY in Q1 2021 and has held it in 20 quarters since. The position peaked at $86.6K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Bogart Wealth LLC held 1,033 shares of Sysco worth $73.6K as of Q1 2026.
Bogart Wealth LLC bought 32 Sysco shares in Q1 2026, an estimated $2.65K.
Sysco made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #412 holding.
Bogart Wealth LLC first reported a position in Sysco in Q1 2021 and has held it in 20 quarters since.
Bogart Wealth LLC's Sysco position peaked at $86.6K in Q3 2025.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.