HDIM
SYM icon

Hanson & Doremus Investment Management’s Symbotic SYM Stock Holding History

Hanson & Doremus Investment 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
-576
Closed -$31K – 532
2026
Q1 		$31K Hold
576
– – ﹤0.01% 377
2025
Q4 		$34K Hold
576
– – ﹤0.01% 353
2025
Q3 		$31K Hold
576
– – ﹤0.01% 365
2025
Q2 		$22K Hold
576
– – ﹤0.01% 388
2025
Q1 		$12K Hold
576
– – ﹤0.01% 421
2024
Q4 		$14K Hold
576
– – ﹤0.01% 399
2024
Q3 		$14K Hold
576
– – ﹤0.01% 386
2024
Q2 		$20K Buy
576
+76
+15% +$3.08K ﹤0.01% 371
2024
Q1 		$23K Buy
+500
New +$21.9K ﹤0.01% 361

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

Hanson & Doremus Investment Management's SYM Position: Q2 2026 in Review

Hanson & Doremus Investment Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 576 shares — an estimated $31K sold.

Hanson & Doremus Investment Management first reported a position in SYM in Q1 2024 and held it in 9 quarters. The position peaked at $34K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Hanson & Doremus Investment Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 576 Symbotic shares in Q2 2026, an estimated $31K.
  • Hanson & Doremus Investment Management first reported a position in Symbotic in Q1 2024 and held it in 9 quarters.
  • Hanson & Doremus Investment Management's Symbotic position peaked at $34K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.