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Bullock Wealth Management’s Symbotic SYM Stock Holding History

Bullock 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 		$1.8K Buy
40
+8
+25% +$408 ﹤0.01% 554
2026
Q1 		$1.75K Buy
32
+15
+88% +$859 ﹤0.01% 561
2025
Q4 		$1.01K Buy
+17
New +$1.12K ﹤0.01% 561
2025
Q3 		– Sell
-22
Closed -$873 – 659
2025
Q2 		$873 Sell
22
-65
-75% -$1.7K ﹤0.01% 551
2025
Q1 		$1.82K Buy
87
+24
+38% +$613 ﹤0.01% 501
2024
Q4 		$1.49K Buy
+63
New +$1.79K ﹤0.01% 524

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

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

Bullock Wealth Management increased its Symbotic (SYM) stake by 25% in Q2 2026, buying an estimated $408 and bringing the position to 40 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Bullock Wealth Management first reported a position in SYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.82K in Q1 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bullock Wealth Management held 40 shares of Symbotic worth $1.8K as of Q2 2026.
  • Bullock Wealth Management bought 8 Symbotic shares in Q2 2026, an estimated $408.
  • Symbotic made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Bullock Wealth Management first reported a position in Symbotic in Q4 2024 and has held it in 6 quarters since.
  • Bullock Wealth Management's Symbotic position peaked at $1.82K in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.