Calton & Associates’s Symbotic SYM Stock Holding History

Calton & Associates’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 Q1	–	Sell	-3,999	Closed	-$238K	–	489
2025 Q4	$238K	Sell	3,999 -1,700	-30%	-$112K	0.03%	385
2025 Q3	$307K	Sell	5,699 -2,800	-33%	-$142K	0.05%	318
2025 Q2	$330K	Buy	+8,499	New	+$223K	0.06%	270

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Calton & Associates's SYM Position: Q1 2026 in Review

Calton & Associates sold out of Symbotic (SYM) in Q1 2026, closing a stake of 3,999 shares — an estimated $238K sold.

Calton & Associates first reported a position in SYM in Q2 2025 and held it in 3 quarters. The position peaked at $330K in Q2 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Calton & Associates reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 3,999 Symbotic shares in Q1 2026, an estimated $238K.
Calton & Associates first reported a position in Symbotic in Q2 2025 and held it in 3 quarters.
Calton & Associates's Symbotic position peaked at $330K in Q2 2025.
411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.