LGL Partners’s Symbotic SYM Stock Holding History

LGL 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 Q2	–	Sell	-10,000	Closed	-$532K	–	72
2026 Q1	$532K	Hold	10,000	–	–	0.22%	40
2025 Q4	$595K	Buy	+10,000	New	+$660K	0.25%	31

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LGL Partners's SYM Position: Q2 2026 in Review

LGL Partners sold out of Symbotic (SYM) in Q2 2026, closing a stake of 10,000 shares — an estimated $532K sold.

LGL Partners first reported a position in SYM in Q4 2025 and held it in 2 quarters. The position peaked at $595K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

LGL Partners reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
LGL Partners sold 10,000 Symbotic shares in Q2 2026, an estimated $532K.
LGL Partners first reported a position in Symbotic in Q4 2025 and held it in 2 quarters.
LGL Partners's Symbotic position peaked at $595K in Q4 2025.
418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.