Capital Fund Management (CFM)
SYM icon

Capital Fund Management (CFM)’s Symbotic SYM Stock Holding History

Capital Fund Management (CFM)’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 		$1.09M Sell
20,500
-14,800
-42% -$847K ﹤0.01% 1646
2025
Q4 		$2.1M Sell
35,300
-24,300
-41% -$1.6M 0.01% 1682
2025
Q3 		$3.21M Buy
59,600
+46,800
+366% +$2.37M 0.01% 1523
2025
Q2 		$497K Sell
12,800
-11,700
-48% -$306K ﹤0.01% 2196
2025
Q1 		$495K Buy
+24,500
New +$626K ﹤0.01% 1841

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Fund Management (CFM)'s SYM Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Symbotic (SYM) stake by 45% in Q1 2026, buying an estimated $1.9M and bringing the position to 107,537 shares worth $5.72M. The position accounts for 0.03% of the portfolio, ranked #830.

Capital Fund Management (CFM) first reported a position in SYM in Q3 2023 and has held it in 9 quarters since. The position peaked at $5.85M in Q4 2024. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Capital Fund Management (CFM) held 107,537 shares of Symbotic worth $5.72M as of Q1 2026.
  • Capital Fund Management (CFM) bought 33,207 Symbotic shares in Q1 2026, an estimated $1.9M.
  • Symbotic made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #830 holding.
  • Capital Fund Management (CFM) first reported a position in Symbotic in Q3 2023 and has held it in 9 quarters since.
  • Capital Fund Management (CFM)'s Symbotic position peaked at $5.85M in Q4 2024.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.