First Dallas Securities’s Symbotic SYM Stock Holding History

First Dallas Securities’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
2025 Q2	–	Sell	-15,150	Closed	-$306K	–	129
2025 Q1	$306K	Sell	15,150 -2,350	-13%	-$60K	0.13%	100
2024 Q4	$415K	Sell	17,500 -14,900	-46%	-$423K	0.17%	92
2024 Q3	$790K	Buy	32,400 +12,300	+61%	+$334K	0.33%	59
2024 Q2	$707K	Buy	20,100 +800	+4%	+$32.4K	0.31%	62
2024 Q1	$869K	Buy	19,300 +7,300	+61%	+$320K	0.4%	55
2023 Q4	$616K	Sell	12,000 -101,192	-89%	-$4.44M	0.32%	65
2023 Q3	$3.78M	Buy	+113,192	New	+$4.66M	0.87%	42

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Dallas Securities's SYM Position: Q2 2025 in Review

First Dallas Securities sold out of Symbotic (SYM) in Q2 2025, closing a stake of 15,150 shares — an estimated $306K sold.

First Dallas Securities first reported a position in SYM in Q3 2023 and held it in 7 quarters. The position peaked at $3.78M in Q3 2023. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

First Dallas Securities reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
First Dallas Securities sold 15,150 Symbotic shares in Q2 2025, an estimated $306K.
First Dallas Securities first reported a position in Symbotic in Q3 2023 and held it in 7 quarters.
First Dallas Securities's Symbotic position peaked at $3.78M in Q3 2023.
279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on First Dallas Securities's 13F filing for Q2 2025, filed 7 Aug 2025.