Jacobs Levy Equity Management’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$637K Sell
14,175
-3,163
-18% -$161K ﹤0.01% 792
2026
Q1
$922K Buy
+17,338
New +$993K ﹤0.01% 723

Other funds holding SYM

Jacobs Levy Equity Management's SYM Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Symbotic (SYM) stake by 18% in Q2 2026, selling an estimated $161K and leaving 14,175 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Jacobs Levy Equity Management first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $922K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Jacobs Levy Equity Management held 14,175 shares of Symbotic worth $637K as of Q2 2026.
  • Jacobs Levy Equity Management sold 3,163 Symbotic shares in Q2 2026, an estimated $161K.
  • Symbotic made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #792 holding.
  • Jacobs Levy Equity Management first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Jacobs Levy Equity Management's Symbotic position peaked at $922K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.