JWA
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JFS Wealth Advisors’s Symbotic SYM Stock Holding History

JFS Wealth Advisors’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 		$225 Sell
5
-5
-50% -$255 ﹤0.01% 2131
2026
Q1 		$532 Hold
10
– – ﹤0.01% 1765
2025
Q4 		$595 Buy
10
+3
+43% +$198 ﹤0.01% 1775
2025
Q3 		$378 Buy
+7
New +$354 ﹤0.01% 1797
2024
Q3 		– Sell
-1
Closed -$36 – 2018
2024
Q2 		$36 Hold
1
– – ﹤0.01% 1970
2024
Q1 		$45 Hold
1
– – ﹤0.01% 1980
2023
Q4 		$52 Buy
+1
New +$44 ﹤0.01% 1975

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

JFS Wealth Advisors's SYM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Symbotic (SYM) stake by 50% in Q2 2026, selling an estimated $255 and leaving 5 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

JFS Wealth Advisors first reported a position in SYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $595 in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • JFS Wealth Advisors held 5 shares of Symbotic worth $225 as of Q2 2026.
  • JFS Wealth Advisors sold 5 Symbotic shares in Q2 2026, an estimated $255.
  • Symbotic made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2131 holding.
  • JFS Wealth Advisors first reported a position in Symbotic in Q4 2023 and has held it in 7 quarters since.
  • JFS Wealth Advisors's Symbotic position peaked at $595 in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.