Kerr Financial Planning’s Symbotic SYM Stock Holding History

Kerr Financial Planning’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	-300	Closed	-$17K	–	550
2026 Q1	$17K	Buy	+300	New	+$17.2K	0.01%	300

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kerr Financial Planning's SYM Position: Q2 2026 in Review

Kerr Financial Planning sold out of Symbotic (SYM) in Q2 2026, closing a stake of 300 shares — an estimated $17K sold.

Kerr Financial Planning first reported a position in SYM in Q1 2026 and held it in 1 quarter. The position peaked at $17K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Kerr Financial Planning reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Kerr Financial Planning sold 300 Symbotic shares in Q2 2026, an estimated $17K.
Kerr Financial Planning first reported a position in Symbotic in Q1 2026 and held it in 1 quarter.
Kerr Financial Planning's Symbotic position peaked at $17K in Q1 2026.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.