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Larson Financial Group’s Symbotic SYM Stock Holding History

Larson Financial Group’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 		$30.9K Buy
688
+659
+2,272% +$33.6K ﹤0.01% 1761
2026
Q1 		$1.54K Sell
29
-181
-86% -$10.4K ﹤0.01% 3032
2025
Q4 		$12.5K Sell
210
-200
-49% -$13.2K ﹤0.01% 1991
2025
Q3 		$22.1K Buy
+410
New +$20.7K ﹤0.01% 1586
2024
Q3 		– Sell
-95
Closed -$3.34K – 2764
2024
Q2 		$3.34K Buy
95
+55
+138% +$2.23K ﹤0.01% 1520
2024
Q1 		$1.8K Buy
+40
New +$1.75K ﹤0.01% 1375

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

Larson Financial Group's SYM Position: Q2 2026 in Review

Larson Financial Group increased its Symbotic (SYM) stake by 2,272% in Q2 2026, buying an estimated $33.6K and bringing the position to 688 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Larson Financial Group first reported a position in SYM in Q1 2024 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Larson Financial Group held 688 shares of Symbotic worth $30.9K as of Q2 2026.
  • Larson Financial Group bought 659 Symbotic shares in Q2 2026, an estimated $33.6K.
  • Symbotic made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1761 holding.
  • Larson Financial Group first reported a position in Symbotic in Q1 2024 and has held it in 6 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.