Citadel Advisors
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Citadel Advisors’s Symbotic SYM Stock Holding History

Citadel Advisors’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 		$8.16M Sell
153,400
-133,000
-46% -$7.61M ﹤0.01% 3551
2025
Q4 		$17M Sell
286,400
-769,500
-73% -$50.8M ﹤0.01% 2551
2025
Q3 		$56.9M Buy
1,055,900
+762,000
+259% +$38.5M 0.01% 1265
2025
Q2 		$11.4M Sell
293,900
-37,300
-11% -$977K ﹤0.01% 2839
2025
Q1 		$6.69M Sell
331,200
-430,400
-57% -$11M ﹤0.01% 3436
2024
Q4 		$18.1M Buy
761,600
+271,700
+55% +$7.72M ﹤0.01% 2276
2024
Q3 		$11.9M Buy
489,900
+22,600
+5% +$614K ﹤0.01% 2649
2024
Q2 		$16.4M Buy
467,300
+87,000
+23% +$3.52M ﹤0.01% 2208
2024
Q1 		$17.1M Buy
380,300
+248,200
+188% +$10.9M ﹤0.01% 2248
2023
Q4 		$6.78M Buy
132,100
+72,600
+122% +$3.18M ﹤0.01% 3368
2023
Q3 		$1.99M Buy
59,500
+12,600
+27% +$518K ﹤0.01% 5215
2023
Q2 		$2.01M Buy
+46,900
New +$1.54M ﹤0.01% 5139
2023
Q1 		– Sell
-23,400
Closed -$279K – 15498
2022
Q4 		$279K Buy
+23,400
New +$273K ﹤0.01% 9470

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

Citadel Advisors's SYM Position: Q1 2026 in Review

Citadel Advisors reduced its Symbotic (SYM) stake by 25% in Q1 2026, selling an estimated $11.8M and leaving 626,465 shares worth $33.3M. The position accounts for 0.01% of the portfolio, ranked #1746.

Citadel Advisors first reported a position in SYM in Q1 2021 and has held it in 13 quarters since. The position peaked at $49.5M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Citadel Advisors held 626,465 shares of Symbotic worth $33.3M as of Q1 2026.
  • Citadel Advisors sold 205,544 Symbotic shares in Q1 2026, an estimated $11.8M.
  • Symbotic made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1746 holding.
  • Citadel Advisors first reported a position in Symbotic in Q1 2021 and has held it in 13 quarters since.
  • Citadel Advisors's Symbotic position peaked at $49.5M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.