MCM
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Marathon Capital Management’s Symbotic SYM Stock Holding History

Marathon 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 		$2.07M Sell
38,870
-700
-2% -$40.1K 0.46% 52
2025
Q4 		$2.35M Buy
39,570
+55
+0.1% +$3.63K 0.51% 49
2025
Q3 		$2.13M Sell
39,515
-66,655
-63% -$3.37M 0.49% 46
2025
Q2 		$4.12M Sell
106,170
-2,165
-2% -$56.7K 1.05% 31
2025
Q1 		$2.19M Buy
108,335
+58,755
+119% +$1.5M 0.58% 46
2024
Q4 		$1.18M Buy
49,580
+9,850
+25% +$280K 0.29% 59
2024
Q3 		$969K Sell
39,730
-2,325
-6% -$63.1K 0.23% 69
2024
Q2 		$1.48M Buy
42,055
+3,115
+8% +$126K 0.38% 53
2024
Q1 		$1.75M Buy
+38,940
New +$1.71M 0.42% 53

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