HCM
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Hodges Capital Management’s Symbotic SYM Stock Holding History

Hodges 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 		– Sell
-4,250
Closed -$253K – 219
2025
Q4 		$253K Hold
4,250
– – 0.02% 181
2025
Q3 		$229K Sell
4,250
-2,800
-40% -$142K 0.02% 192
2025
Q2 		$274K Sell
7,050
-7,300
-51% -$191K 0.03% 187
2025
Q1 		$290K Sell
14,350
-259,491
-95% -$6.63M 0.03% 190
2024
Q4 		$6.49M Buy
273,841
+20,111
+8% +$572K 0.39% 80
2024
Q3 		$6.19M Sell
253,730
-17,006
-6% -$462K 0.4% 74
2024
Q2 		$9.52M Sell
270,736
-45,155
-14% -$1.83M 0.64% 47
2024
Q1 		$14.2M Sell
315,891
-94,875
-23% -$4.16M 0.9% 33
2023
Q4 		$21.1M Buy
410,766
+239,074
+139% +$10.5M 1.12% 24
2023
Q3 		$5.74M Buy
+171,692
New +$7.06M 0.68% 42
2023
Q2 		– Hold
0
– – – 178

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

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

Hodges Capital Management sold out of Symbotic (SYM) in Q1 2026, closing a stake of 4,250 shares — an estimated $253K sold.

Hodges Capital Management first reported a position in SYM in Q3 2023 and held it in 10 quarters. The position peaked at $21.1M in Q4 2023. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Hodges Capital Management reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Hodges Capital Management sold 4,250 Symbotic shares in Q1 2026, an estimated $253K.
  • Hodges Capital Management first reported a position in Symbotic in Q3 2023 and held it in 10 quarters.
  • Hodges Capital Management's Symbotic position peaked at $21.1M in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.