Littlejohn Financial Services’s Symbotic SYM Stock Holding History

Littlejohn Financial Services’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 Q3	$555K	Sell	13,181 -1,111	-8%	-$46.9K	0.41%	46
2026 Q2	$642K	Buy	14,292 +2,868	+25%	+$146K	0.47%	47
2026 Q1	$608K	Buy	11,424 +3,868	+51%	+$221K	0.46%	45
2025 Q4	$450K	Buy	+7,556	New	+$499K	0.33%	47
2025 Q2	–	Sell	-44,982	Closed	-$909K	–	70
2025 Q1	$909K	Buy	44,982 +11,915	+36%	+$304K	0.72%	40
2024 Q4	$784K	Buy	+33,067	New	+$940K	0.7%	38

Other funds holding SYM

Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Littlejohn Financial Services's SYM Position: Q3 2026 in Review

Littlejohn Financial Services reduced its Symbotic (SYM) stake by 7.8% in Q3 2026, selling an estimated $46.9K and leaving 13,181 shares worth $555K. The position accounts for 0.41% of the portfolio, ranked #46.

Littlejohn Financial Services first reported a position in SYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $909K in Q1 2025. 190 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Littlejohn Financial Services held 13,181 shares of Symbotic worth $555K as of Q3 2026.
Littlejohn Financial Services sold 1,111 Symbotic shares in Q3 2026, an estimated $46.9K.
Symbotic made up 0.41% of Littlejohn Financial Services's portfolio in Q3 2026, its #46 holding.
Littlejohn Financial Services first reported a position in Symbotic in Q4 2024 and has held it in 6 quarters since.
Littlejohn Financial Services's Symbotic position peaked at $909K in Q1 2025.
190 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.