HWA
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HHM Wealth Advisors’s Symbotic SYM Stock Holding History

HHM Wealth Advisors’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 		$2.47K Sell
55
-1,581
-97% -$80.6K ﹤0.01% 798
2026
Q1 		$87K Buy
1,636
+1,634
+81,700% +$93.5K 0.01% 292
2025
Q4 		$119 Sell
2
-183
-99% -$12.1K ﹤0.01% 833
2025
Q3 		$9.97K Buy
+185
New +$9.35K ﹤0.01% 639

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

HHM Wealth Advisors's SYM Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Symbotic (SYM) stake by 97% in Q2 2026, selling an estimated $80.6K and leaving 55 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

HHM Wealth Advisors first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $87K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • HHM Wealth Advisors held 55 shares of Symbotic worth $2.47K as of Q2 2026.
  • HHM Wealth Advisors sold 1,581 Symbotic shares in Q2 2026, an estimated $80.6K.
  • Symbotic made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #798 holding.
  • HHM Wealth Advisors first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • HHM Wealth Advisors's Symbotic position peaked at $87K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.