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
Q2 		$21.6M Buy
481,154
+236,100
+96% +$12M 0.2% 177
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 $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

Frontier Capital Management's SYM Position: Q2 2026 in Review

Frontier Capital Management increased its Symbotic (SYM) stake by 96% in Q2 2026, buying an estimated $12M and bringing the position to 481,154 shares worth $21.6M. The position accounts for 0.2% of the portfolio, ranked #177.

Frontier Capital Management first reported a position in SYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $29M in Q3 2024. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Frontier Capital Management held 481,154 shares of Symbotic worth $21.6M as of Q2 2026.
  • Frontier Capital Management bought 236,100 Symbotic shares in Q2 2026, an estimated $12M.
  • Symbotic made up 0.2% of Frontier Capital Management's portfolio in Q2 2026, its #177 holding.
  • Frontier Capital Management first reported a position in Symbotic in Q4 2022 and has held it in 15 quarters since.
  • Frontier Capital Management's Symbotic position peaked at $29M in Q3 2024.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Frontier Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.