DP
SYM icon

DDD Partners’s Symbotic SYM Stock Holding History

DDD Partners’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
Q2 		$3.41M Buy
75,791
+31,415
+71% +$1.6M 0.21% 55
2026
Q1 		$2.36M Buy
44,376
+1,242
+3% +$71.1K 0.16% 67
2025
Q4 		$2.57M Sell
43,134
-60,477
-58% -$3.99M 0.16% 61
2025
Q3 		$5.58M Sell
103,611
-11,468
-10% -$580K 0.35% 47
2025
Q2 		$4.47M Buy
115,079
+67,006
+139% +$1.76M 0.48% 44
2025
Q1 		$972K Buy
48,073
+19,091
+66% +$488K 0.12% 58
2024
Q4 		$687K Sell
28,982
-2,392
-8% -$68K 0.08% 61
2024
Q3 		$765K Buy
+31,374
New +$852K 0.08% 60

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DDD Partners's SYM Position: Q2 2026 in Review

DDD Partners increased its Symbotic (SYM) stake by 71% in Q2 2026, buying an estimated $1.6M and bringing the position to 75,791 shares worth $3.41M. The position accounts for 0.21% of the portfolio, ranked #55.

DDD Partners first reported a position in SYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.58M in Q3 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • DDD Partners held 75,791 shares of Symbotic worth $3.41M as of Q2 2026.
  • DDD Partners bought 31,415 Symbotic shares in Q2 2026, an estimated $1.6M.
  • Symbotic made up 0.21% of DDD Partners's portfolio in Q2 2026, its #55 holding.
  • DDD Partners first reported a position in Symbotic in Q3 2024 and has held it in 8 quarters since.
  • DDD Partners's Symbotic position peaked at $5.58M in Q3 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.