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IFS Advisors’s Symbotic SYM Stock Holding History

IFS 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 		$8.18K Hold
182
– – ﹤0.01% 130
2026
Q1 		$9.68K Hold
182
– – 0.01% 127
2025
Q4 		$10.8K Hold
182
– – 0.01% 96
2025
Q3 		$9.81K Hold
182
– – 0.01% 101
2025
Q2 		$7.07K Hold
182
– – 0.01% 103
2025
Q1 		$3.68K Buy
182
+82
+82% +$2.1K ﹤0.01% 137
2024
Q4 		$2.37K Hold
100
– – ﹤0.01% 141
2024
Q3 		$2.44K Hold
100
– – ﹤0.01% 117
2024
Q2 		$3.52K Hold
100
– – ﹤0.01% 101
2024
Q1 		$4.5K Hold
100
– – ﹤0.01% 91
2023
Q4 		$5.13K Buy
+100
New +$4.38K 0.01% 85

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

IFS Advisors's SYM Position: Q2 2026 in Review

IFS Advisors held its Symbotic (SYM) position steady in Q2 2026 at 182 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

IFS Advisors first reported a position in SYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.8K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • IFS Advisors held 182 shares of Symbotic worth $8.18K as of Q2 2026.
  • IFS Advisors left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of IFS Advisors's portfolio in Q2 2026, its #130 holding.
  • IFS Advisors first reported a position in Symbotic in Q4 2023 and has held it in 11 quarters since.
  • IFS Advisors's Symbotic position peaked at $10.8K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.