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Oppenheimer & Co’s Symbotic SYM Stock Holding History

Oppenheimer & Co’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 		$631K Buy
11,869
+7,535
+174% +$431K 0.01% 1090
2025
Q4 		$258K Buy
+4,334
New +$286K ﹤0.01% 1330
2024
Q4 		– Sell
-13,131
Closed -$320K – 1643
2024
Q3 		$320K Buy
13,131
+5,694
+77% +$155K ﹤0.01% 1199
2024
Q2 		$261K Sell
7,437
-707
-9% -$28.6K ﹤0.01% 1245
2024
Q1 		$366K Buy
+8,144
New +$357K 0.01% 1102

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

Oppenheimer & Co's SYM Position: Q1 2026 in Review

Oppenheimer & Co increased its Symbotic (SYM) stake by 174% in Q1 2026, buying an estimated $431K and bringing the position to 11,869 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #1090.

Oppenheimer & Co first reported a position in SYM in Q1 2024 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Oppenheimer & Co held 11,869 shares of Symbotic worth $631K as of Q1 2026.
  • Oppenheimer & Co bought 7,535 Symbotic shares in Q1 2026, an estimated $431K.
  • Symbotic made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1090 holding.
  • Oppenheimer & Co first reported a position in Symbotic in Q1 2024 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.