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IFP Advisors’s Symbotic SYM Stock Holding History

IFP 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 		$324K Buy
7,203
+1,092
+18% +$55.7K 0.01% 1251
2026
Q1 		$325K Buy
6,111
+4,189
+218% +$240K 0.01% 1149
2025
Q4 		$114K Buy
1,922
+406
+27% +$26.8K ﹤0.01% 1713
2025
Q3 		$81.7K Buy
1,516
+744
+96% +$37.6K ﹤0.01% 1814
2025
Q2 		$30K Buy
772
+154
+25% +$4.03K ﹤0.01% 2320
2025
Q1 		$12.5K Sell
618
-750
-55% -$19.2K ﹤0.01% 2504
2024
Q4 		$32.4K Buy
1,368
+503
+58% +$14.3K ﹤0.01% 2042
2024
Q3 		$21.1K Buy
+865
New +$23.5K ﹤0.01% 2123

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

IFP Advisors's SYM Position: Q2 2026 in Review

IFP Advisors increased its Symbotic (SYM) stake by 18% in Q2 2026, buying an estimated $55.7K and bringing the position to 7,203 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #1251.

IFP Advisors first reported a position in SYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $325K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • IFP Advisors held 7,203 shares of Symbotic worth $324K as of Q2 2026.
  • IFP Advisors bought 1,092 Symbotic shares in Q2 2026, an estimated $55.7K.
  • Symbotic made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1251 holding.
  • IFP Advisors first reported a position in Symbotic in Q3 2024 and has held it in 8 quarters since.
  • IFP Advisors's Symbotic position peaked at $325K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.