Jim Simons’s Symbotic SYM Stock Holding History

Jim Simons’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 Q1	$38M	Sell	714,800 -190,900	-21%	-$10.9M	0.06%	407
2025 Q4	$53.9M	Buy	905,700 +177,800	+24%	+$11.7M	0.08%	272
2025 Q3	$39.2M	Buy	727,900 +318,400	+78%	+$16.1M	0.05%	434
2025 Q2	$15.9M	Buy	+409,500	New	+$10.7M	0.02%	814
2023 Q3	–	Sell	-122,262	Closed	-$5.23M	–	4100
2023 Q2	$5.23M	Buy	122,262 +113,362	+1,274%	+$3.72M	0.01%	1410
2023 Q1	$203K	Buy	+8,900	New	+$149K	﹤0.01%	3273

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jim Simons's SYM Position: Q1 2026 in Review

Jim Simons reduced its Symbotic (SYM) stake by 21% in Q1 2026, selling an estimated $10.9M and leaving 714,800 shares worth $38M. The position accounts for 0.06% of the portfolio, ranked #407.

Jim Simons first reported a position in SYM in Q1 2023 and has held it in 6 quarters since. The position peaked at $53.9M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Jim Simons held 714,800 shares of Symbotic worth $38M as of Q1 2026.
Jim Simons sold 190,900 Symbotic shares in Q1 2026, an estimated $10.9M.
Symbotic made up 0.06% of Jim Simons's portfolio in Q1 2026, its #407 holding.
Jim Simons first reported a position in Symbotic in Q1 2023 and has held it in 6 quarters since.
Jim Simons's Symbotic position peaked at $53.9M in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.