Legal & General Group
SYM icon

Legal & General Group’s Symbotic SYM Stock Holding History

Legal & General Group’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 		$28.7M Buy
638,977
+276,444
+76% +$14.1M 0.01% 761
2026
Q1 		$19.3M Buy
362,533
+112,636
+45% +$6.45M ﹤0.01% 833
2025
Q4 		$14.9M Sell
249,897
-26,982
-10% -$1.78M ﹤0.01% 967
2025
Q3 		$14.9M Sell
276,879
-116,848
-30% -$5.91M ﹤0.01% 997
2025
Q2 		$15.3M Sell
393,727
-90,586
-19% -$2.37M ﹤0.01% 971
2025
Q1 		$9.79M Buy
484,313
+64,166
+15% +$1.64M ﹤0.01% 1148
2024
Q4 		$9.96M Sell
420,147
-192,898
-31% -$5.48M ﹤0.01% 1179
2024
Q3 		$15M Buy
613,045
+251,196
+69% +$6.82M ﹤0.01% 962
2024
Q2 		$12.7M Buy
361,849
+75,389
+26% +$3.05M ﹤0.01% 1008
2024
Q1 		$12.9M Buy
286,460
+80,964
+39% +$3.55M ﹤0.01% 1014
2023
Q4 		$10.5M Sell
205,496
-51,648
-20% -$2.26M ﹤0.01% 1106
2023
Q3 		$8.6M Sell
257,144
-156,747
-38% -$6.45M ﹤0.01% 1146
2023
Q2 		$17.7M Sell
413,891
-16,822
-4% -$553K 0.01% 874
2023
Q1 		$9.84M Buy
+430,713
New +$7.2M ﹤0.01% 1076

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

Legal & General Group's SYM Position: Q2 2026 in Review

Legal & General Group increased its Symbotic (SYM) stake by 76% in Q2 2026, buying an estimated $14.1M and bringing the position to 638,977 shares worth $28.7M. The position accounts for 0.01% of the portfolio, ranked #761.

Legal & General Group first reported a position in SYM in Q1 2023 and has held it in 14 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Legal & General Group held 638,977 shares of Symbotic worth $28.7M as of Q2 2026.
  • Legal & General Group bought 276,444 Symbotic shares in Q2 2026, an estimated $14.1M.
  • Symbotic made up 0.01% of Legal & General Group's portfolio in Q2 2026, its #761 holding.
  • Legal & General Group first reported a position in Symbotic in Q1 2023 and has held it in 14 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.