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 Q3	–	Sell	-30	Closed	-$1.35K	–	830
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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

GSF

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Investors Research Corp's SYM Position: Q3 2026 in Review

Investors Research Corp sold out of Symbotic (SYM) in Q3 2026, closing a stake of 30 shares — an estimated $1.35K sold.

Investors Research Corp first reported a position in SYM in Q1 2025 and held it in 6 quarters. The position peaked at $1.78K in Q4 2025. 18 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Investors Research Corp reported no remaining Symbotic position as of Q3 2026 after selling out during the quarter.
Investors Research Corp sold 30 Symbotic shares in Q3 2026, an estimated $1.35K.
Investors Research Corp first reported a position in Symbotic in Q1 2025 and held it in 6 quarters.
Investors Research Corp's Symbotic position peaked at $1.78K in Q4 2025.
18 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.