MCM
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MAI Capital Management’s Symbotic SYM Stock Holding History

MAI Capital Management’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 		$370K Buy
8,236
+7,667
+1,347% +$391K ﹤0.01% 1467
2026
Q1 		$30.3K Buy
569
+9
+2% +$515 ﹤0.01% 2554
2025
Q4 		$33.3K Hold
560
– – ﹤0.01% 2240
2025
Q3 		$30.2K Buy
560
+500
+833% +$25.3K ﹤0.01% 2209
2025
Q2 		$2.33K Hold
60
– – ﹤0.01% 3359
2025
Q1 		$1.21K Hold
60
– – ﹤0.01% 3084
2024
Q4 		$1.42K Buy
+60
New +$1.71K ﹤0.01% 3109

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

MAI Capital Management's SYM Position: Q2 2026 in Review

MAI Capital Management increased its Symbotic (SYM) stake by 1,347% in Q2 2026, buying an estimated $391K and bringing the position to 8,236 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

MAI Capital Management first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • MAI Capital Management held 8,236 shares of Symbotic worth $370K as of Q2 2026.
  • MAI Capital Management bought 7,667 Symbotic shares in Q2 2026, an estimated $391K.
  • Symbotic made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1467 holding.
  • MAI Capital Management first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.