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
Q2 		$503K Sell
11,200
-9,300
-45% -$474K ﹤0.01% 1894
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 $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

Capital Fund Management (CFM)'s SYM Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Symbotic (SYM) stake by 28% in Q2 2026, buying an estimated $1.52M and bringing the position to 137,333 shares worth $6.17M. The position accounts for 0.03% of the portfolio, ranked #819.

Capital Fund Management (CFM) first reported a position in SYM in Q3 2023 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Capital Fund Management (CFM) held 137,333 shares of Symbotic worth $6.17M as of Q2 2026.
  • Capital Fund Management (CFM) bought 29,796 Symbotic shares in Q2 2026, an estimated $1.52M.
  • Symbotic made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #819 holding.
  • Capital Fund Management (CFM) first reported a position in Symbotic in Q3 2023 and has held it in 10 quarters since.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.