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Midwest Professional Planners Ltd (MPPL)’s Symbotic SYM Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$260K Buy
4,885
+156
+3% +$8.93K 0.06% 132
2025
Q4 		$281K Buy
4,729
+525
+12% +$34.7K 0.07% 133
2025
Q3 		$227K Buy
+4,204
New +$212K 0.06% 146

Other funds holding SYM

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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

Midwest Professional Planners Ltd (MPPL)'s SYM Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its Symbotic (SYM) stake by 3.3% in Q1 2026, buying an estimated $8.93K and bringing the position to 4,885 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #132.

Midwest Professional Planners Ltd (MPPL) first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 4,885 shares of Symbotic worth $260K as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 156 Symbotic shares in Q1 2026, an estimated $8.93K.
  • Symbotic made up 0.06% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #132 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s Symbotic position peaked at $281K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.