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 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 $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Capital Wealth Partners's SYM Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Symbotic (SYM) stake by 1.3% in Q1 2026, selling an estimated $38.3K and leaving 52,505 shares worth $2.79M. The position accounts for 0.58% of the portfolio, ranked #29.

Legacy Capital Wealth Partners first reported a position in SYM in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.16M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Legacy Capital Wealth Partners held 52,505 shares of Symbotic worth $2.79M as of Q1 2026.
Legacy Capital Wealth Partners sold 669 Symbotic shares in Q1 2026, an estimated $38.3K.
Symbotic made up 0.58% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #29 holding.
Legacy Capital Wealth Partners first reported a position in Symbotic in Q3 2023 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's Symbotic position peaked at $3.16M in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.