MFP
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Meramec Financial Planners’s Symbotic SYM Stock Holding History

Meramec Financial Planners’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 		$2.08K Hold
50
– – ﹤0.01% 431
2026
Q1 		$3.26K Buy
+50
New +$2.86K ﹤0.01% 421

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

Meramec Financial Planners's SYM Position: Q2 2026 in Review

Meramec Financial Planners held its Symbotic (SYM) position steady in Q2 2026 at 50 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Meramec Financial Planners first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.26K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Meramec Financial Planners held 50 shares of Symbotic worth $2.08K as of Q2 2026.
  • Meramec Financial Planners left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #431 holding.
  • Meramec Financial Planners first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Meramec Financial Planners's Symbotic position peaked at $3.26K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.