LPL Financial
SYM icon

LPL Financial’s Symbotic SYM Stock Holding History

LPL Financial’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 		$13.8M Buy
307,117
+4,837
+2% +$247K ﹤0.01% 1858
2026
Q1 		$16.1M Buy
302,280
+84,251
+39% +$4.82M ﹤0.01% 1629
2025
Q4 		$13M Buy
218,029
+35,557
+19% +$2.35M ﹤0.01% 1719
2025
Q3 		$9.84M Buy
182,472
+90,725
+99% +$4.59M ﹤0.01% 1874
2025
Q2 		$3.56M Buy
91,747
+23,216
+34% +$608K ﹤0.01% 2585
2025
Q1 		$1.39M Buy
68,531
+25,364
+59% +$648K ﹤0.01% 3271
2024
Q4 		$1.02M Buy
43,167
+10,341
+32% +$294K ﹤0.01% 3467
2024
Q3 		$801K Sell
32,826
-1,959
-6% -$53.2K ﹤0.01% 3593
2024
Q2 		$1.22M Sell
34,785
-6,032
-15% -$244K ﹤0.01% 3068
2024
Q1 		$1.84M Buy
40,817
+8,214
+25% +$360K ﹤0.01% 2603
2023
Q4 		$1.67M Sell
32,603
-69,456
-68% -$3.04M ﹤0.01% 2584
2023
Q3 		$3.41M Buy
102,059
+87,006
+578% +$3.58M ﹤0.01% 1852
2023
Q2 		$644K Buy
15,053
+4,976
+49% +$163K ﹤0.01% 3224
2023
Q1 		$230K Buy
+10,077
New +$168K ﹤0.01% 3936

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial's SYM Position: Q2 2026 in Review

LPL Financial increased its Symbotic (SYM) stake by 1.6% in Q2 2026, buying an estimated $247K and bringing the position to 307,117 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

LPL Financial first reported a position in SYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.1M in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • LPL Financial held 307,117 shares of Symbotic worth $13.8M as of Q2 2026.
  • LPL Financial bought 4,837 Symbotic shares in Q2 2026, an estimated $247K.
  • Symbotic made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1858 holding.
  • LPL Financial first reported a position in Symbotic in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's Symbotic position peaked at $16.1M in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.