Invesco
SYM icon

Invesco’s Symbotic SYM Stock Holding History

Invesco’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 		$4.46M Sell
83,755
-24,962
-23% -$1.43M ﹤0.01% 2247
2025
Q4 		$6.47M Sell
108,717
-24,975
-19% -$1.65M ﹤0.01% 2111
2025
Q3 		$7.21M Sell
133,692
-170,515
-56% -$8.62M ﹤0.01% 2031
2025
Q2 		$11.8M Buy
304,207
+75,828
+33% +$1.99M ﹤0.01% 1678
2025
Q1 		$4.62M Sell
228,379
-499,511
-69% -$12.8M ﹤0.01% 2202
2024
Q4 		$17.3M Buy
727,890
+149,918
+26% +$4.26M ﹤0.01% 1566
2024
Q3 		$14.1M Sell
577,972
-412,606
-42% -$11.2M ﹤0.01% 1657
2024
Q2 		$34.8M Sell
990,578
-57,395
-5% -$2.32M 0.01% 1164
2024
Q1 		$47.2M Buy
1,047,973
+719,877
+219% +$31.5M 0.01% 1058
2023
Q4 		$16.8M Buy
+328,096
New +$14.4M ﹤0.01% 1503
2023
Q3 		– Sell
-106,067
Closed -$4.54M – 3908
2023
Q2 		$4.54M Sell
106,067
-3,800
-3% -$125K ﹤0.01% 2295
2023
Q1 		$2.51M Buy
+109,867
New +$1.84M ﹤0.01% 2552

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

Invesco's SYM Position: Q1 2026 in Review

Invesco reduced its Symbotic (SYM) stake by 23% in Q1 2026, selling an estimated $1.43M and leaving 83,755 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Invesco first reported a position in SYM in Q1 2023 and has held it in 12 quarters since. The position peaked at $47.2M in Q1 2024. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Invesco held 83,755 shares of Symbotic worth $4.46M as of Q1 2026.
  • Invesco sold 24,962 Symbotic shares in Q1 2026, an estimated $1.43M.
  • Symbotic made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2247 holding.
  • Invesco first reported a position in Symbotic in Q1 2023 and has held it in 12 quarters since.
  • Invesco's Symbotic position peaked at $47.2M in Q1 2024.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.