HCM
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Hollencrest Capital Management’s Symbotic SYM Stock Holding History

Hollencrest 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 		$1.01K Sell
19
-2
-10% -$114 ﹤0.01% 1086
2025
Q4 		$1.25K Sell
21
-1,979
-99% -$131K ﹤0.01% 1056
2025
Q3 		$108K Buy
+2,000
New +$101K ﹤0.01% 420

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

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

Hollencrest Capital Management reduced its Symbotic (SYM) stake by 9.5% in Q1 2026, selling an estimated $114 and leaving 19 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Hollencrest Capital Management first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $108K in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Hollencrest Capital Management held 19 shares of Symbotic worth $1.01K as of Q1 2026.
  • Hollencrest Capital Management sold 2 Symbotic shares in Q1 2026, an estimated $114.
  • Symbotic made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q1 2026, its #1086 holding.
  • Hollencrest Capital Management first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Hollencrest Capital Management's Symbotic position peaked at $108K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Hollencrest Capital Management's 13F filing for Q1 2026, filed 7 May 2026.