CWM
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Circle Wealth Management’s Symbotic SYM Stock Holding History

Circle Wealth Management’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 		$447K Buy
8,395
+38
+0.5% +$2.17K 0.01% 206
2025
Q4 		$497K Buy
+8,357
New +$552K 0.01% 182

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

Circle Wealth Management's SYM Position: Q1 2026 in Review

Circle Wealth Management increased its Symbotic (SYM) stake by 0.45% in Q1 2026, buying an estimated $2.17K and bringing the position to 8,395 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #206.

Circle Wealth Management first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $497K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Circle Wealth Management held 8,395 shares of Symbotic worth $447K as of Q1 2026.
  • Circle Wealth Management bought 38 Symbotic shares in Q1 2026, an estimated $2.17K.
  • Symbotic made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Circle Wealth Management first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
  • Circle Wealth Management's Symbotic position peaked at $497K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.