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Investors Research Corp’s Symbotic SYM Stock Holding History

Investors Research Corp’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 		$1.35K Hold
30
– – ﹤0.01% 716
2026
Q1 		$1.6K Hold
30
– – ﹤0.01% 725
2025
Q4 		$1.78K Hold
30
– – ﹤0.01% 761
2025
Q3 		$1.62K Hold
30
– – ﹤0.01% 795
2025
Q2 		$1.17K Sell
30
-10
-25% -$262 ﹤0.01% 853
2025
Q1 		$808 Buy
+40
New +$1.02K ﹤0.01% 898

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

Investors Research Corp's SYM Position: Q2 2026 in Review

Investors Research Corp held its Symbotic (SYM) position steady in Q2 2026 at 30 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Investors Research Corp first reported a position in SYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.78K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Investors Research Corp held 30 shares of Symbotic worth $1.35K as of Q2 2026.
  • Investors Research Corp left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #716 holding.
  • Investors Research Corp first reported a position in Symbotic in Q1 2025 and has held it in 6 quarters since.
  • Investors Research Corp's Symbotic position peaked at $1.78K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.