Legacy Bridge’s Symbotic SYM Stock Holding History

Legacy Bridge’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	$2.25K	Hold	50	–	–	﹤0.01%	310
2026 Q1	$2.66K	Buy	+50	New	+$2.86K	﹤0.01%	305

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

Legacy Bridge's SYM Position: Q2 2026 in Review

Legacy Bridge held its Symbotic (SYM) position steady in Q2 2026 at 50 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Legacy Bridge first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.66K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Legacy Bridge held 50 shares of Symbotic worth $2.25K as of Q2 2026.
Legacy Bridge left its Symbotic share count unchanged in Q2 2026.
Symbotic made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #310 holding.
Legacy Bridge first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
Legacy Bridge's Symbotic position peaked at $2.66K in Q1 2026.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.