Carson Wealth (CWM LLC)
SYM icon

Carson Wealth (CWM LLC)’s Symbotic SYM Stock Holding History

Carson Wealth (CWM LLC)’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 		$491K Sell
9,229
-615
-6% -$35.2K ﹤0.01% 2025
2025
Q4 		$586K Sell
9,844
-1,247
-11% -$82.3K ﹤0.01% 1821
2025
Q3 		$598K Sell
11,091
-272
-2% -$13.7K ﹤0.01% 1698
2025
Q2 		$441K Buy
11,363
+8,761
+337% +$229K ﹤0.01% 1648
2025
Q1 		$53K Buy
2,602
+2,090
+408% +$53.4K ﹤0.01% 2945
2024
Q4 		$12K Sell
512
-213
-29% -$6.05K ﹤0.01% 3781
2024
Q3 		$18K Buy
725
+434
+149% +$11.8K ﹤0.01% 3441
2024
Q2 		$10K Sell
291
-51
-15% -$2.06K ﹤0.01% 3566
2024
Q1 		$15K Buy
+342
New +$15K ﹤0.01% 3107

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SYM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Symbotic (SYM) stake by 6.2% in Q1 2026, selling an estimated $35.2K and leaving 9,229 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Carson Wealth (CWM LLC) first reported a position in SYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $598K in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,229 shares of Symbotic worth $491K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 615 Symbotic shares in Q1 2026, an estimated $35.2K.
  • Symbotic made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2025 holding.
  • Carson Wealth (CWM LLC) first reported a position in Symbotic in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Symbotic position peaked at $598K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.