L.J. Altfest & Co’s Symbotic SYM Stock Holding History

L.J. Altfest & Co’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	-10,960	Closed	-$583K	–	350
2026 Q1	$583K	Buy	+10,960	New	+$627K	0.06%	209

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

L.J. Altfest & Co's SYM Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Symbotic (SYM) in Q2 2026, closing a stake of 10,960 shares — an estimated $583K sold.

L.J. Altfest & Co first reported a position in SYM in Q1 2026 and held it in 1 quarter. The position peaked at $583K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

L.J. Altfest & Co reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 10,960 Symbotic shares in Q2 2026, an estimated $583K.
L.J. Altfest & Co first reported a position in Symbotic in Q1 2026 and held it in 1 quarter.
L.J. Altfest & Co's Symbotic position peaked at $583K in Q1 2026.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.