Counterpoint Mutual Funds’s Symbotic SYM Stock Holding History

Counterpoint Mutual Funds’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	–	Sell	-5,201	Closed	-$309K	–	482
2025 Q4	$309K	Buy	+5,201	New	+$343K	0.02%	217

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

Counterpoint Mutual Funds's SYM Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Symbotic (SYM) in Q1 2026, closing a stake of 5,201 shares — an estimated $309K sold.

Counterpoint Mutual Funds first reported a position in SYM in Q4 2025 and held it in 1 quarter. The position peaked at $309K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Counterpoint Mutual Funds reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 5,201 Symbotic shares in Q1 2026, an estimated $309K.
Counterpoint Mutual Funds first reported a position in Symbotic in Q4 2025 and held it in 1 quarter.
Counterpoint Mutual Funds's Symbotic position peaked at $309K in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.