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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
Q2 		$252K Sell
5,615
-1
-0% -$51 0.2% 59
2026
Q1 		$299K Hold
5,616
– – 0.24% 54
2025
Q4 		$334K Buy
+5,616
New +$371K 0.31% 45

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JP Morgan Chase
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Ameriprise
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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

Osbon Capital Management's SYM Position: Q2 2026 in Review

Osbon Capital Management reduced its Symbotic (SYM) stake by 0.02% in Q2 2026, selling an estimated $51 and leaving 5,615 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #59.

Osbon Capital Management first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Osbon Capital Management held 5,615 shares of Symbotic worth $252K as of Q2 2026.
  • Osbon Capital Management sold 1 Symbotic share in Q2 2026, an estimated $51.
  • Symbotic made up 0.2% of Osbon Capital Management's portfolio in Q2 2026, its #59 holding.
  • Osbon Capital Management first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Symbotic position peaked at $334K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.