Citigroup’s Symbotic SYM Stock Holding History

Citigroup’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	–	Sell	-84,900	Closed	-$1.72M	–	5897
2025 Q1	$1.72M	Buy	+84,900	New	+$2.17M	﹤0.01%	2840

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup's SYM Position: Q1 2026 in Review

Citigroup increased its Symbotic (SYM) stake by 293% in Q1 2026, buying an estimated $8.91M and bringing the position to 208,781 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Citigroup first reported a position in SYM in Q1 2023 and has held it in 13 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Citigroup held 208,781 shares of Symbotic worth $11.1M as of Q1 2026.
Citigroup bought 155,671 Symbotic shares in Q1 2026, an estimated $8.91M.
Symbotic made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1406 holding.
Citigroup first reported a position in Symbotic in Q1 2023 and has held it in 13 quarters since.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.