Lloyd Advisory Services’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SYM
WI
Lloyd Advisory Services's SYM Position: Q2 2026 in Review
Lloyd Advisory Services opened a new position in Symbotic (SYM) in Q2 2026: 41 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SYM as recently as Q4 2025.
Lloyd Advisory Services first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.44K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.
- Lloyd Advisory Services held 41 shares of Symbotic worth $1.84K as of Q2 2026.
- Symbotic was a new Lloyd Advisory Services position in Q2 2026.
- Symbotic made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #520 holding.
- Lloyd Advisory Services first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
- Lloyd Advisory Services's Symbotic position peaked at $2.44K in Q4 2025.
- 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.
Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.