FCM
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Frontier Capital Management’s Symbotic SYM Stock Holding History

Frontier Capital 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 		$13M Buy
245,054
+233,756
+2,069% +$13.4M 0.13% 203
2025
Q4 		$672K Sell
11,298
-181,987
-94% -$12M 0.01% 280
2025
Q3 		$10.4M Sell
193,285
-361,280
-65% -$18.3M 0.09% 244
2025
Q2 		$21.5M Sell
554,565
-136,753
-20% -$3.58M 0.2% 176
2025
Q1 		$14M Buy
691,318
+70,352
+11% +$1.8M 0.15% 192
2024
Q4 		$14.7M Sell
620,966
-566,634
-48% -$16.1M 0.14% 190
2024
Q3 		$29M Buy
1,187,600
+731,076
+160% +$19.8M 0.27% 141
2024
Q2 		$16.1M Buy
456,524
+125,607
+38% +$5.08M 0.16% 191
2024
Q1 		$14.9M Buy
330,917
+179,731
+119% +$7.87M 0.14% 192
2023
Q4 		$7.76M Sell
151,186
-63,747
-30% -$2.79M 0.08% 212
2023
Q3 		$7.19M Buy
214,933
+49,512
+30% +$2.04M 0.08% 212
2023
Q2 		$7.08M Sell
165,421
-875,723
-84% -$28.8M 0.07% 221
2023
Q1 		$23.8M Buy
1,041,144
+696,727
+202% +$11.6M 0.25% 143
2022
Q4 		$4.11M Buy
+344,417
New +$4.01M 0.04% 238

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

Frontier Capital Management's SYM Position: Q1 2026 in Review

Frontier Capital Management increased its Symbotic (SYM) stake by 2,069% in Q1 2026, buying an estimated $13.4M and bringing the position to 245,054 shares worth $13M. The position accounts for 0.13% of the portfolio, ranked #203.

Frontier Capital Management first reported a position in SYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $29M in Q3 2024. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Frontier Capital Management held 245,054 shares of Symbotic worth $13M as of Q1 2026.
  • Frontier Capital Management bought 233,756 Symbotic shares in Q1 2026, an estimated $13.4M.
  • Symbotic made up 0.13% of Frontier Capital Management's portfolio in Q1 2026, its #203 holding.
  • Frontier Capital Management first reported a position in Symbotic in Q4 2022 and has held it in 14 quarters since.
  • Frontier Capital Management's Symbotic position peaked at $29M in Q3 2024.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Frontier Capital Management's 13F filing for Q1 2026, filed 15 May 2026.