Fidelity Investments
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Fidelity Investments’s Symbotic SYM Stock Holding History

Fidelity Investments’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 		$64.1M Sell
1,426,279
-395,286
-22% -$20.1M ﹤0.01% 1412
2026
Q1 		$96.9M Buy
1,821,565
+109,486
+6% +$6.27M 0.01% 1195
2025
Q4 		$102M Buy
1,712,079
+1,651,075
+2,707% +$109M 0.01% 1167
2025
Q3 		$3.29M Sell
61,004
-14,581
-19% -$737K ﹤0.01% 2368
2025
Q2 		$2.94M Sell
75,585
-595,564
-89% -$15.6M ﹤0.01% 2354
2025
Q1 		$13.6M Sell
671,149
-297,007
-31% -$7.59M ﹤0.01% 1810
2024
Q4 		$23M Sell
968,156
-97,073
-9% -$2.76M ﹤0.01% 1677
2024
Q3 		$26M Sell
1,065,229
-8,479
-0.8% -$230K ﹤0.01% 1624
2024
Q2 		$37.8M Buy
1,073,708
+220,110
+26% +$8.9M ﹤0.01% 1421
2024
Q1 		$38.4M Buy
853,598
+242,948
+40% +$10.6M ﹤0.01% 1414
2023
Q4 		$31.3M Buy
610,650
+24,488
+4% +$1.07M ﹤0.01% 1467
2023
Q3 		$19.6M Sell
586,162
-7,136
-1% -$294K ﹤0.01% 1590
2023
Q2 		$25.4M Buy
593,298
+209,705
+55% +$6.89M ﹤0.01% 1545
2023
Q1 		$8.76M Buy
383,593
+338,975
+760% +$5.67M ﹤0.01% 1925
2022
Q4 		$533K Buy
+44,618
New +$520K ﹤0.01% 2699

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fidelity Investments's SYM Position: Q2 2026 in Review

Fidelity Investments reduced its Symbotic (SYM) stake by 22% in Q2 2026, selling an estimated $20.1M and leaving 1,426,279 shares worth $64.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Fidelity Investments first reported a position in SYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $102M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Fidelity Investments held 1,426,279 shares of Symbotic worth $64.1M as of Q2 2026.
  • Fidelity Investments sold 395,286 Symbotic shares in Q2 2026, an estimated $20.1M.
  • Symbotic made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1412 holding.
  • Fidelity Investments first reported a position in Symbotic in Q4 2022 and has held it in 15 quarters since.
  • Fidelity Investments's Symbotic position peaked at $102M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.