Legacy Capital Wealth Partners’s Symbotic SYM Stock Holding History

Legacy Capital Wealth Partners’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	$2.85M	Buy	63,513 +11,008	+21%	+$561K	0.55%	31
2026 Q1	$2.79M	Sell	52,505 -669	-1%	-$38.3K	0.58%	29
2025 Q4	$3.16M	Hold	53,174	–	–	0.68%	26
2025 Q3	$2.87M	Hold	53,174	–	–	0.62%	27
2025 Q2	$2.07M	Buy	53,174 +4,060	+8%	+$106K	0.47%	35
2025 Q1	$993K	Hold	49,114	–	–	0.24%	80
2024 Q4	$1.16M	Hold	49,114	–	–	0.29%	71
2024 Q3	$1.2M	Hold	49,114	–	–	0.24%	83
2024 Q2	$1.73M	Buy	+49,114	New	+$1.99M	0.44%	39
2024 Q1	–	Sell	-38,000	Closed	-$1.95M	–	317
2023 Q4	$1.95M	Hold	38,000	–	–	0.55%	36
2023 Q3	$1.27M	Buy	+38,000	New	+$1.56M	0.35%	57

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 Capital Wealth Partners's SYM Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Symbotic (SYM) stake by 21% in Q2 2026, buying an estimated $561K and bringing the position to 63,513 shares worth $2.85M. The position accounts for 0.55% of the portfolio, ranked #31.

Legacy Capital Wealth Partners first reported a position in SYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Legacy Capital Wealth Partners held 63,513 shares of Symbotic worth $2.85M as of Q2 2026.
Legacy Capital Wealth Partners bought 11,008 Symbotic shares in Q2 2026, an estimated $561K.
Symbotic made up 0.55% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #31 holding.
Legacy Capital Wealth Partners first reported a position in Symbotic in Q3 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Symbotic position peaked at $3.16M in Q4 2025.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.