FCM
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Fieldview Capital Management’s Symbotic SYM Stock Holding History

Fieldview Capital 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
-23,198
Closed -$1.38M – 699
2025
Q4 		$1.38M Buy
+23,198
New +$1.53M 0.23% 147
2025
Q3 		– Sell
-14,475
Closed -$562K – 528
2025
Q2 		$562K Sell
14,475
-20,290
-58% -$531K 0.09% 238
2025
Q1 		$703K Buy
+34,765
New +$888K 0.1% 240

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

Fieldview Capital Management's SYM Position: Q1 2026 in Review

Fieldview Capital Management sold out of Symbotic (SYM) in Q1 2026, closing a stake of 23,198 shares — an estimated $1.38M sold.

Fieldview Capital Management first reported a position in SYM in Q1 2025 and held it in 3 quarters. The position peaked at $1.38M in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Fieldview Capital Management reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 23,198 Symbotic shares in Q1 2026, an estimated $1.38M.
  • Fieldview Capital Management first reported a position in Symbotic in Q1 2025 and held it in 3 quarters.
  • Fieldview Capital Management's Symbotic position peaked at $1.38M in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.