OCM
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Osbon Capital Management’s Symbotic SYM Stock Holding History

Osbon Capital Management’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 		$299K Hold
5,616
– – 0.24% 54
2025
Q4 		$334K Buy
+5,616
New +$371K 0.31% 45

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Osbon Capital Management's SYM Position: Q1 2026 in Review

Osbon Capital Management held its Symbotic (SYM) position steady in Q1 2026 at 5,616 shares worth $299K. The position accounts for 0.24% of the portfolio, ranked #54.

Osbon Capital Management first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $334K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Osbon Capital Management held 5,616 shares of Symbotic worth $299K as of Q1 2026.
  • Osbon Capital Management left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up 0.24% of Osbon Capital Management's portfolio in Q1 2026, its #54 holding.
  • Osbon Capital Management first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Symbotic position peaked at $334K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.