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 Q2	$3.14M	Buy	69,780 +30,910	+80%	+$1.58M	0.64%	43
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

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Marathon Capital Management increased its Symbotic (SYM) stake by 80% in Q2 2026, buying an estimated $1.58M and bringing the position to 69,780 shares worth $3.14M. The position accounts for 0.64% of the portfolio, ranked #43.

Marathon Capital Management first reported a position in SYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.12M in Q2 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Marathon Capital Management held 69,780 shares of Symbotic worth $3.14M as of Q2 2026.
Marathon Capital Management bought 30,910 Symbotic shares in Q2 2026, an estimated $1.58M.
Symbotic made up 0.64% of Marathon Capital Management's portfolio in Q2 2026, its #43 holding.
Marathon Capital Management first reported a position in Symbotic in Q1 2024 and has held it in 10 quarters since.
Marathon Capital Management's Symbotic position peaked at $4.12M in Q2 2025.
418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.