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Legacy Wealth Management (Idaho)’s Symbotic SYM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$160 Hold
3
– – ﹤0.01% 998
2025
Q4 		$179 Hold
3
– – ﹤0.01% 877
2025
Q3 		$162 Hold
3
– – ﹤0.01% 746
2025
Q2 		$117 Hold
3
– – ﹤0.01% 732
2025
Q1 		$61 Hold
3
– – ﹤0.01% 809
2024
Q4 		$80 Hold
3
– – ﹤0.01% 738
2024
Q3 		$95 Buy
+3
New +$81 ﹤0.01% 686

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SYM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Symbotic (SYM) position steady in Q1 2026 at 3 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Legacy Wealth Management (Idaho) first reported a position in SYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $179 in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 3 shares of Symbotic worth $160 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #998 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Symbotic in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Symbotic position peaked at $179 in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.