Geode Capital Management
SYM icon

Geode Capital Management’s Symbotic SYM Stock Holding History

Geode 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 		$37M Buy
823,795
+1,747
+0.2% +$89K ﹤0.01% 1798
2026
Q1 		$43.7M Buy
822,048
+94,739
+13% +$5.42M ﹤0.01% 1565
2025
Q4 		$43.3M Buy
727,309
+104,789
+17% +$6.92M ﹤0.01% 1577
2025
Q3 		$33.6M Buy
622,520
+71,304
+13% +$3.6M ﹤0.01% 1727
2025
Q2 		$21.4M Buy
551,216
+4,892
+0.9% +$128K ﹤0.01% 1919
2025
Q1 		$11M Buy
546,324
+41,210
+8% +$1.05M ﹤0.01% 2228
2024
Q4 		$12M Buy
505,114
+1,356
+0.3% +$38.5K ﹤0.01% 2255
2024
Q3 		$12.3M Buy
503,758
+46,721
+10% +$1.27M ﹤0.01% 2263
2024
Q2 		$16.1M Buy
457,037
+45,776
+11% +$1.85M ﹤0.01% 2047
2024
Q1 		$18.5M Buy
411,261
+184,810
+82% +$8.1M ﹤0.01% 1967
2023
Q4 		$11.6M Buy
226,451
+6,614
+3% +$290K ﹤0.01% 2246
2023
Q3 		$7.35M Buy
219,837
+23,738
+12% +$977K ﹤0.01% 2438
2023
Q2 		$8.39M Sell
196,099
-532
-0.3% -$17.5K ﹤0.01% 2391
2023
Q1 		$4.49M Buy
196,631
+55,141
+39% +$922K ﹤0.01% 2679
2022
Q4 		$1.69M Buy
141,490
+23,004
+19% +$268K ﹤0.01% 3117
2022
Q3 		$1.36M Buy
118,486
+61,849
+109% +$910K ﹤0.01% 3240
2022
Q2 		$621K Buy
56,637
+21,281
+60% +$233K ﹤0.01% 3640
2022
Q1 		$350K Hold
35,356
– – ﹤0.01% 4119
2021
Q4 		$353K Buy
35,356
+8,173
+30% +$81.4K ﹤0.01% 4221
2021
Q3 		$267K Hold
27,183
– – ﹤0.01% 4317
2021
Q2 		$270K Buy
27,183
+14,324
+111% +$144K ﹤0.01% 4211
2021
Q1 		$129K Buy
+12,859
New +$132K ﹤0.01% 4241

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

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

Geode Capital Management increased its Symbotic (SYM) stake by 0.21% in Q2 2026, buying an estimated $89K and bringing the position to 823,795 shares worth $37M. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Geode Capital Management first reported a position in SYM in Q1 2021 and has held it in 22 quarters since. The position peaked at $43.7M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Geode Capital Management held 823,795 shares of Symbotic worth $37M as of Q2 2026.
  • Geode Capital Management bought 1,747 Symbotic shares in Q2 2026, an estimated $89K.
  • Symbotic made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1798 holding.
  • Geode Capital Management first reported a position in Symbotic in Q1 2021 and has held it in 22 quarters since.
  • Geode Capital Management's Symbotic position peaked at $43.7M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.