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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
Q2 		– Sell
-254
Closed -$13.5K – 351
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

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WI
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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

Financial Freedom LLC's SYM Position: Q2 2026 in Review

Financial Freedom LLC sold out of Symbotic (SYM) in Q2 2026, closing a stake of 254 shares — an estimated $13.5K sold.

Financial Freedom LLC first reported a position in SYM in Q2 2024 and held it in 8 quarters. The position peaked at $15.1K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Financial Freedom LLC reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 254 Symbotic shares in Q2 2026, an estimated $13.5K.
  • Financial Freedom LLC first reported a position in Symbotic in Q2 2024 and held it in 8 quarters.
  • Financial Freedom LLC's Symbotic position peaked at $15.1K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.