Commonwealth Equity Services’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.89M Buy
42,152
+908
+2% +$46.3K ﹤0.01% 2167
2026
Q1
$2.19M Sell
41,244
-1,539
-4% -$88.1K ﹤0.01% 1926
2025
Q4
$2.55M Buy
42,783
+2,108
+5% +$139K ﹤0.01% 1795
2025
Q3
$2.19M Sell
40,675
-5,344
-12% -$270K ﹤0.01% 1923
2025
Q2
$1.79M Sell
46,019
-4,467
-9% -$117K ﹤0.01% 2068
2025
Q1
$1.02M Buy
50,486
+1,814
+4% +$46.3K ﹤0.01% 2438
2024
Q4
$1.15M Buy
48,672
+619
+1% +$17.6K ﹤0.01% 2286
2024
Q3
$1.17M Buy
48,053
+17,057
+55% +$463K ﹤0.01% 2224
2024
Q2
$1.09M Buy
30,996
+10,477
+51% +$424K ﹤0.01% 2216
2024
Q1
$923K Sell
20,519
-23,525
-53% -$1.03M ﹤0.01% 2316
2023
Q4
$2.26M Buy
44,044
+27,778
+171% +$1.22M ﹤0.01% 1618
2023
Q3
$544K Buy
16,266
+6,743
+71% +$277K ﹤0.01% 2524
2023
Q2
$408K Buy
+9,523
New +$313K ﹤0.01% 2791

Other funds holding SYM

Commonwealth Equity Services's SYM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Symbotic (SYM) stake by 2.2% in Q2 2026, buying an estimated $46.3K and bringing the position to 42,152 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Commonwealth Equity Services first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.55M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Commonwealth Equity Services held 42,152 shares of Symbotic worth $1.89M as of Q2 2026.
  • Commonwealth Equity Services bought 908 Symbotic shares in Q2 2026, an estimated $46.3K.
  • Symbotic made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2167 holding.
  • Commonwealth Equity Services first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • Commonwealth Equity Services's Symbotic position peaked at $2.55M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.