Franklin Resources
SYM icon

Franklin Resources’s Symbotic SYM Stock Holding History

Franklin Resources’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 		$328K Sell
7,308
-537,684
-99% -$27.4M ﹤0.01% 2704
2026
Q1 		$29M Buy
544,992
+107,197
+24% +$6.14M 0.01% 837
2025
Q4 		$26M Buy
437,795
+163,640
+60% +$10.8M 0.01% 870
2025
Q3 		$14.8M Buy
274,155
+265,819
+3,189% +$13.4M ﹤0.01% 1047
2025
Q2 		$324K Buy
+8,336
New +$218K ﹤0.01% 2534

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources's SYM Position: Q2 2026 in Review

Franklin Resources reduced its Symbotic (SYM) stake by 99% in Q2 2026, selling an estimated $27.4M and leaving 7,308 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Franklin Resources first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $29M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Franklin Resources held 7,308 shares of Symbotic worth $328K as of Q2 2026.
  • Franklin Resources sold 537,684 Symbotic shares in Q2 2026, an estimated $27.4M.
  • Symbotic made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2704 holding.
  • Franklin Resources first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Franklin Resources's Symbotic position peaked at $29M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.