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Mark Sheptoff Financial Planning’s Symbotic SYM Stock Holding History

Mark Sheptoff Financial Planning’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 		$454K Sell
7,825
-125
-2% -$7.16K 0.24% 62
2025
Q4 		$473K Sell
7,950
-1,100
-12% -$72.6K 0.23% 64
2025
Q3 		$488K Buy
+9,050
New +$457K 0.23% 58

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
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

Mark Sheptoff Financial Planning's SYM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Symbotic (SYM) stake by 1.6% in Q1 2026, selling an estimated $7.16K and leaving 7,825 shares worth $454K. The position accounts for 0.24% of the portfolio, ranked #62.

Mark Sheptoff Financial Planning first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $488K in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 7,825 shares of Symbotic worth $454K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 125 Symbotic shares in Q1 2026, an estimated $7.16K.
  • Symbotic made up 0.24% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #62 holding.
  • Mark Sheptoff Financial Planning first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Symbotic position peaked at $488K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.