Lord, Abbett & Co’s Symbotic SYM Stock Holding History

Lord, Abbett & Co’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	–	Sell	-400,000	Closed	-$23.8M	–	623
2025 Q4	$23.8M	Buy	+400,000	New	+$26.4M	0.07%	260
2024 Q1	–	Sell	-87,068	Closed	-$4.47M	–	585
2023 Q4	$4.47M	Buy	+87,068	New	+$3.82M	0.02%	475

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

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Lord, Abbett & Co's SYM Position: Q1 2026 in Review

Lord, Abbett & Co sold out of Symbotic (SYM) in Q1 2026, closing a stake of 400,000 shares — an estimated $23.8M sold.

Lord, Abbett & Co first reported a position in SYM in Q4 2023 and held it in 2 quarters. The position peaked at $23.8M in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Lord, Abbett & Co reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Lord, Abbett & Co sold 400,000 Symbotic shares in Q1 2026, an estimated $23.8M.
Lord, Abbett & Co first reported a position in Symbotic in Q4 2023 and held it in 2 quarters.
Lord, Abbett & Co's Symbotic position peaked at $23.8M in Q4 2025.
411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.