FM
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Freemont Management’s Symbotic SYM Stock Holding History

Freemont 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 		$1.61M Sell
30,200
-3,100
-9% -$177K 0.24% 105
2025
Q4 		$1.98M Buy
33,300
+22,100
+197% +$1.46M 0.35% 75
2025
Q3 		$604K Sell
11,200
-84,400
-88% -$4.27M 0.3% 62
2025
Q2 		$3.71M Buy
95,600
+22,400
+31% +$587K 0.56% 54
2025
Q1 		$1.48M Buy
+73,200
New +$1.87M 0.49% 68

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

Freemont Management's SYM Position: Q1 2026 in Review

Freemont Management reduced its Symbotic (SYM) stake by 9.3% in Q1 2026, selling an estimated $177K and leaving 30,200 shares worth $1.61M. The position accounts for 0.24% of the portfolio, ranked #105.

Freemont Management first reported a position in SYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.71M in Q2 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Freemont Management held 30,200 shares of Symbotic worth $1.61M as of Q1 2026.
  • Freemont Management sold 3,100 Symbotic shares in Q1 2026, an estimated $177K.
  • Symbotic made up 0.24% of Freemont Management's portfolio in Q1 2026, its #105 holding.
  • Freemont Management first reported a position in Symbotic in Q1 2025 and has held it in 5 quarters since.
  • Freemont Management's Symbotic position peaked at $3.71M in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Freemont Management's 13F filing for Q1 2026, filed 6 May 2026.