MCM
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Manchester Capital Management’s Symbotic SYM Stock Holding History

Manchester 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
Q1 		$532 Sell
10
-1
-9% -$57 ﹤0.01% 1231
2025
Q4 		$655 Hold
11
– – ﹤0.01% 1223
2025
Q3 		$593 Buy
+11
New +$556 ﹤0.01% 1189

Other funds holding SYM

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WI
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manchester Capital Management's SYM Position: Q1 2026 in Review

Manchester Capital Management reduced its Symbotic (SYM) stake by 9.1% in Q1 2026, selling an estimated $57 and leaving 10 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Manchester Capital Management first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $655 in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Manchester Capital Management held 10 shares of Symbotic worth $532 as of Q1 2026.
  • Manchester Capital Management sold 1 Symbotic share in Q1 2026, an estimated $57.
  • Symbotic made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #1231 holding.
  • Manchester Capital Management first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Manchester Capital Management's Symbotic position peaked at $655 in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.