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
Q2 		$4.11M Buy
91,477
+7,722
+9% +$394K ﹤0.01% 2297
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 $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

Invesco's SYM Position: Q2 2026 in Review

Invesco increased its Symbotic (SYM) stake by 9.2% in Q2 2026, buying an estimated $394K and bringing the position to 91,477 shares worth $4.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Invesco first reported a position in SYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $47.2M in Q1 2024. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Invesco held 91,477 shares of Symbotic worth $4.11M as of Q2 2026.
  • Invesco bought 7,722 Symbotic shares in Q2 2026, an estimated $394K.
  • Symbotic made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2297 holding.
  • Invesco first reported a position in Symbotic in Q1 2023 and has held it in 13 quarters since.
  • Invesco's Symbotic position peaked at $47.2M in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.