MCM
SYM icon

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
Q2 		– Sell
-10
Closed -$532 – 1361
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

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

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

Manchester Capital Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 10 shares — an estimated $532 sold.

Manchester Capital Management first reported a position in SYM in Q3 2025 and held it in 3 quarters. The position peaked at $655 in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Manchester Capital Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Manchester Capital Management sold 10 Symbotic shares in Q2 2026, an estimated $532.
  • Manchester Capital Management first reported a position in Symbotic in Q3 2025 and held it in 3 quarters.
  • Manchester Capital Management's Symbotic position peaked at $655 in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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