DWM
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Darwin Wealth Management’s Symbotic SYM Stock Holding History

Darwin 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 		– Sell
-125
Closed -$7.44K – 689
2025
Q4 		$7.44K Hold
125
– – ﹤0.01% 404
2025
Q3 		$6.74K Hold
125
– – ﹤0.01% 404
2025
Q2 		$4.86K Hold
125
– – ﹤0.01% 417
2025
Q1 		$2.96K Hold
125
– – ﹤0.01% 483
2024
Q4 		$2.96K Hold
125
– – ﹤0.01% 483
2024
Q3 		$3.05K Buy
+125
New +$3.39K ﹤0.01% 493

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Darwin Wealth Management sold out of Symbotic (SYM) in Q1 2026, closing a stake of 125 shares — an estimated $7.44K sold.

Darwin Wealth Management first reported a position in SYM in Q3 2024 and held it in 6 quarters. The position peaked at $7.44K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Darwin Wealth Management reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 125 Symbotic shares in Q1 2026, an estimated $7.44K.
  • Darwin Wealth Management first reported a position in Symbotic in Q3 2024 and held it in 6 quarters.
  • Darwin Wealth Management's Symbotic position peaked at $7.44K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.