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Financial Freedom LLC’s Symbotic SYM Stock Holding History

Financial Freedom LLC’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 		$13.5K Hold
254
– – 0.01% 276
2025
Q4 		$15.1K Hold
254
– – 0.01% 244
2025
Q3 		$13.7K Hold
254
– – 0.01% 256
2025
Q2 		$9.87K Hold
254
– – 0.01% 270
2025
Q1 		$5.13K Hold
254
– – ﹤0.01% 315
2024
Q4 		$6.02K Hold
254
– – ﹤0.01% 309
2024
Q3 		$6.2K Hold
254
– – ﹤0.01% 306
2024
Q2 		$8.93K Buy
+254
New +$10.3K 0.01% 284

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Freedom LLC's SYM Position: Q1 2026 in Review

Financial Freedom LLC held its Symbotic (SYM) position steady in Q1 2026 at 254 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #276.

Financial Freedom LLC first reported a position in SYM in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.1K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Financial Freedom LLC held 254 shares of Symbotic worth $13.5K as of Q1 2026.
  • Financial Freedom LLC left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #276 holding.
  • Financial Freedom LLC first reported a position in Symbotic in Q2 2024 and has held it in 8 quarters since.
  • Financial Freedom LLC's Symbotic position peaked at $15.1K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.