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 Q2	–	Sell	-11,869	Closed	-$631K	–	1834
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 Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oppenheimer & Co's SYM Position: Q2 2026 in Review

Oppenheimer & Co sold out of Symbotic (SYM) in Q2 2026, closing a stake of 11,869 shares — an estimated $631K sold.

Oppenheimer & Co first reported a position in SYM in Q1 2024 and held it in 5 quarters. The position peaked at $631K in Q1 2026. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Oppenheimer & Co reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Oppenheimer & Co sold 11,869 Symbotic shares in Q2 2026, an estimated $631K.
Oppenheimer & Co first reported a position in Symbotic in Q1 2024 and held it in 5 quarters.
Oppenheimer & Co's Symbotic position peaked at $631K in Q1 2026.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.