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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
Q2 		– Sell
-30,200
Closed -$1.61M – 112
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 $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

Freemont Management's SYM Position: Q2 2026 in Review

Freemont Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 30,200 shares — an estimated $1.61M sold.

Freemont Management first reported a position in SYM in Q1 2025 and held it in 5 quarters. The position peaked at $3.71M in Q2 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Freemont Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Freemont Management sold 30,200 Symbotic shares in Q2 2026, an estimated $1.61M.
  • Freemont Management first reported a position in Symbotic in Q1 2025 and held it in 5 quarters.
  • Freemont Management's Symbotic position peaked at $3.71M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Freemont Management's 13F filing for Q2 2026, filed 11 Aug 2026.