Key Capital Management’s Symbotic SYM Stock Holding History

Key Capital Management’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 Q3	$210	Hold	5	–	–	﹤0.01%	786
2026 Q2	$225	Hold	5	–	–	﹤0.01%	708
2026 Q1	$266	Hold	5	–	–	﹤0.01%	661
2025 Q4	$298	Buy	+5	New	+$330	﹤0.01%	507

Other funds holding SYM

Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Key Capital Management's SYM Position: Q3 2026 in Review

Key Capital Management held its Symbotic (SYM) position steady in Q3 2026 at 5 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Key Capital Management first reported a position in SYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $298 in Q4 2025. 190 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Key Capital Management held 5 shares of Symbotic worth $210 as of Q3 2026.
Key Capital Management left its Symbotic share count unchanged in Q3 2026.
Symbotic made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #786 holding.
Key Capital Management first reported a position in Symbotic in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's Symbotic position peaked at $298 in Q4 2025.
190 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.