Legato Capital Management’s Symbotic SYM Stock Holding History

Legato Capital Management’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	$2.71M	Hold	51,000	–	–	0.25%	114
2025 Q4	$3.03M	Hold	51,000	–	–	0.26%	86
2025 Q3	$2.75M	Buy	+51,000	New	+$2.58M	0.3%	84
2024 Q1	–	Sell	-10,539	Closed	-$541K	–	615
2023 Q4	$541K	Sell	10,539 -15,345	-59%	-$673K	0.07%	401
2023 Q3	$865K	Sell	25,884 -4,519	-15%	-$186K	0.13%	275
2023 Q2	$1.3M	Sell	30,403 -9,036	-23%	-$297K	0.18%	192
2023 Q1	$901K	Sell	39,439 -7,811	-17%	-$131K	0.16%	217
2022 Q4	$564K	Buy	+47,250	New	+$551K	0.11%	304

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

Legato Capital Management's SYM Position: Q1 2026 in Review

Legato Capital Management held its Symbotic (SYM) position steady in Q1 2026 at 51,000 shares worth $2.71M. The position accounts for 0.25% of the portfolio, ranked #114.

Legato Capital Management first reported a position in SYM in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.03M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Legato Capital Management held 51,000 shares of Symbotic worth $2.71M as of Q1 2026.
Legato Capital Management left its Symbotic share count unchanged in Q1 2026.
Symbotic made up 0.25% of Legato Capital Management's portfolio in Q1 2026, its #114 holding.
Legato Capital Management first reported a position in Symbotic in Q4 2022 and has held it in 8 quarters since.
Legato Capital Management's Symbotic position peaked at $3.03M in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.