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Capital Market Strategies’s Symbotic SYM Stock Holding History

Capital Market Strategies’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
2025
Q2 		$1.49M Sell
38,275
-9,887
-21% -$259K 1.03% 16
2025
Q1 		$973K Buy
48,162
+14,357
+42% +$367K 0.65% 32
2024
Q4 		$802K Buy
+33,805
New +$961K 0.46% 42

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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Market Strategies's SYM Position: Q2 2025 in Review

Capital Market Strategies reduced its Symbotic (SYM) stake by 21% in Q2 2025, selling an estimated $259K and leaving 38,275 shares worth $1.49M. The position accounts for 1.03% of the portfolio, ranked #16.

Capital Market Strategies first reported a position in SYM in Q4 2024 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Capital Market Strategies held 38,275 shares of Symbotic worth $1.49M as of Q2 2025.
  • Capital Market Strategies sold 9,887 Symbotic shares in Q2 2025, an estimated $259K.
  • Symbotic made up 1.03% of Capital Market Strategies's portfolio in Q2 2025, its #16 holding.
  • Capital Market Strategies first reported a position in Symbotic in Q4 2024 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.