MML Investors Services
SYM icon

MML Investors Services’s Symbotic SYM Stock Holding History

MML Investors Services’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 		$516K Sell
11,472
-9,289
-45% -$473K ﹤0.01% 2447
2026
Q1 		$1.1M Buy
20,761
+13,990
+207% +$801K ﹤0.01% 1704
2025
Q4 		$403K Sell
6,771
-79
-1% -$5.22K ﹤0.01% 2410
2025
Q3 		$369K Sell
6,850
-2,711
-28% -$137K ﹤0.01% 2377
2025
Q2 		$371K Sell
9,561
-3,235
-25% -$84.7K ﹤0.01% 2288
2025
Q1 		$259K Sell
12,796
-3,212
-20% -$82K ﹤0.01% 2393
2024
Q4 		$380K Buy
16,008
+5,716
+56% +$162K ﹤0.01% 2110
2024
Q3 		$251K Sell
10,292
-1,144
-10% -$31.1K ﹤0.01% 2294
2024
Q2 		$402K Buy
11,436
+2,048
+22% +$82.9K ﹤0.01% 1911
2024
Q1 		$422K Buy
9,388
+2,517
+37% +$110K ﹤0.01% 1894
2023
Q4 		$353K Buy
6,871
+696
+11% +$30.5K ﹤0.01% 1955
2023
Q3 		$206K Sell
6,175
-2,377
-28% -$97.8K ﹤0.01% 2140
2023
Q2 		$366K Buy
+8,552
New +$281K ﹤0.01% 1823

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

MML Investors Services's SYM Position: Q2 2026 in Review

MML Investors Services reduced its Symbotic (SYM) stake by 45% in Q2 2026, selling an estimated $473K and leaving 11,472 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

MML Investors Services first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • MML Investors Services held 11,472 shares of Symbotic worth $516K as of Q2 2026.
  • MML Investors Services sold 9,289 Symbotic shares in Q2 2026, an estimated $473K.
  • Symbotic made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2447 holding.
  • MML Investors Services first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • MML Investors Services's Symbotic position peaked at $1.1M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.