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&Partners’s Symbotic SYM Stock Holding History

&Partners’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 		$4.76M Buy
89,559
+80,152
+852% +$4.59M 0.02% 536
2025
Q4 		$560K Buy
+9,407
New +$621K ﹤0.01% 1547

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

&Partners's SYM Position: Q1 2026 in Review

&Partners increased its Symbotic (SYM) stake by 852% in Q1 2026, buying an estimated $4.59M and bringing the position to 89,559 shares worth $4.76M. The position accounts for 0.02% of the portfolio, ranked #536.

&Partners first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • &Partners held 89,559 shares of Symbotic worth $4.76M as of Q1 2026.
  • &Partners bought 80,152 Symbotic shares in Q1 2026, an estimated $4.59M.
  • Symbotic made up 0.02% of &Partners's portfolio in Q1 2026, its #536 holding.
  • &Partners first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.