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Joel Greenblatt’s Symbotic SYM Stock Holding History

Joel Greenblatt’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 		– Sell
-5,407
Closed -$288K – 1884
2026
Q1 		$288K Buy
+5,407
New +$310K ﹤0.01% 1613
2024
Q3 		– Sell
-26,789
Closed -$942K – 1521
2024
Q2 		$942K Buy
+26,789
New +$1.08M 0.01% 908
2024
Q1 		– Sell
-6,016
Closed -$309K – 1458
2023
Q4 		$309K Buy
+6,016
New +$264K 0.01% 1130

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

Joel Greenblatt's SYM Position: Q2 2026 in Review

Joel Greenblatt sold out of Symbotic (SYM) in Q2 2026, closing a stake of 5,407 shares — an estimated $288K sold.

Joel Greenblatt first reported a position in SYM in Q4 2023 and held it in 3 quarters. The position peaked at $942K in Q2 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Joel Greenblatt reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Joel Greenblatt sold 5,407 Symbotic shares in Q2 2026, an estimated $288K.
  • Joel Greenblatt first reported a position in Symbotic in Q4 2023 and held it in 3 quarters.
  • Joel Greenblatt's Symbotic position peaked at $942K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.