IFWM
SYY icon

Institute for Wealth Management’s Sysco SYY Stock Holding History

Institute for Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79K Sell
945
-2,474
-72% -$187K 0.01% 755
2026
Q1 		$244K Sell
3,419
-12
-0.3% -$992 0.03% 475
2025
Q4 		$253K Sell
3,431
-333
-9% -$25.3K 0.03% 478
2025
Q3 		$310K Buy
3,764
+333
+10% +$26.6K 0.03% 444
2025
Q2 		$260K Hold
3,431
– – 0.03% 473
2025
Q1 		$257K Sell
3,431
-172
-5% -$12.6K 0.03% 454
2024
Q4 		$276K Hold
3,603
– – 0.03% 418
2024
Q3 		$281K Sell
3,603
-70
-2% -$5.26K 0.04% 429
2024
Q2 		$262K Hold
3,673
– – 0.04% 417
2024
Q1 		$298K Hold
3,673
– – 0.04% 391
2023
Q4 		$269K Buy
3,673
+324
+10% +$22.4K 0.04% 394
2023
Q3 		$221K Buy
+3,349
New +$241K 0.04% 415
2020
Q3 		– Sell
-4,121
Closed -$225K – 447
2020
Q2 		$225K Buy
+4,121
New +$217K 0.06% 375
2020
Q1 		– Sell
-4,011
Closed -$343K – 654
2019
Q4 		$343K Buy
4,011
+29
+0.7% +$2.35K 0.08% 317
2019
Q3 		$316K Sell
3,982
-5,495
-58% -$403K 0.08% 314
2019
Q2 		$670K Sell
9,477
-509
-5% -$36.2K 0.15% 209
2019
Q1 		$667K Buy
+9,986
New +$650K 0.15% 194
2018
Q1 		– Sell
-6,765
Closed -$412K – 383
2017
Q4 		$412K Buy
+6,765
New +$383K 0.1% 257
2017
Q3 		– Sell
-8,080
Closed -$409K – 379
2017
Q2 		$409K Buy
+8,080
New +$431K 0.11% 256
2013
Q3 		– Sell
-300
Closed -$10K – 110
2013
Q2 		$10K Buy
+300
New +$10.3K 0.01% 89

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Institute for Wealth Management's SYY Position: Q2 2026 in Review

Institute for Wealth Management reduced its Sysco (SYY) stake by 72% in Q2 2026, selling an estimated $187K and leaving 945 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #755.

Institute for Wealth Management first reported a position in SYY in Q2 2013 and has held it in 20 quarters since. The position peaked at $670K in Q2 2019. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Institute for Wealth Management held 945 shares of Sysco worth $79K as of Q2 2026.
  • Institute for Wealth Management sold 2,474 Sysco shares in Q2 2026, an estimated $187K.
  • Sysco made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #755 holding.
  • Institute for Wealth Management first reported a position in Sysco in Q2 2013 and has held it in 20 quarters since.
  • Institute for Wealth Management's Sysco position peaked at $670K in Q2 2019.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.