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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
Q2 		– Sell
-3
Closed -$160 – 872
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 $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

Legacy Wealth Management (Idaho)'s SYM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Symbotic (SYM) in Q2 2026, closing a stake of 3 shares — an estimated $160 sold.

Legacy Wealth Management (Idaho) first reported a position in SYM in Q3 2024 and held it in 7 quarters. The position peaked at $179 in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3 Symbotic shares in Q2 2026, an estimated $160.
  • Legacy Wealth Management (Idaho) first reported a position in Symbotic in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Symbotic position peaked at $179 in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.