IWM
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IMG Wealth Management’s Symbotic SYM Stock Holding History

IMG Wealth 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
Q2 		$10.7K Hold
239
– – 0.01% 311
2026
Q1 		$12.7K Hold
239
– – 0.01% 272
2025
Q4 		$14.2K Hold
239
– – 0.01% 280
2025
Q3 		$12.9K Hold
239
– – 0.01% 240
2025
Q2 		$9.29K Hold
239
– – 0.01% 277
2025
Q1 		$4.83K Sell
239
-391
-62% -$9.99K ﹤0.01% 240
2024
Q4 		$14.9K Buy
+630
New +$17.9K 0.01% 183

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

IMG Wealth Management's SYM Position: Q2 2026 in Review

IMG Wealth Management held its Symbotic (SYM) position steady in Q2 2026 at 239 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #311.

IMG Wealth Management first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.9K in Q4 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • IMG Wealth Management held 239 shares of Symbotic worth $10.7K as of Q2 2026.
  • IMG Wealth Management left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #311 holding.
  • IMG Wealth Management first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Symbotic position peaked at $14.9K in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.