Perigon Wealth Management’s Symbotic SYM Stock Holding History

Perigon Wealth 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	–	Hold	0	–	–	–	1238

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perigon Wealth Management's SYM Position: Q1 2026 in Review

Perigon Wealth Management increased its Symbotic (SYM) stake by 28% in Q1 2026, buying an estimated $490K and bringing the position to 38,580 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #375.

Perigon Wealth Management first reported a position in SYM in Q2 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Perigon Wealth Management held 38,580 shares of Symbotic worth $2.05M as of Q1 2026.
Perigon Wealth Management bought 8,555 Symbotic shares in Q1 2026, an estimated $490K.
Symbotic made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #375 holding.
Perigon Wealth Management first reported a position in Symbotic in Q2 2025 and has held it in 4 quarters since.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.