PWM
SYY icon

Perigon Wealth Management’s Sysco SYY Stock Holding History

Perigon Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$427K Buy
5,985
+279
+5% +$23.1K 0.01% 871
2025
Q4 		$420K Buy
5,706
+452
+9% +$34.4K 0.01% 868
2025
Q3 		$433K Sell
5,254
-126
-2% -$10.1K 0.01% 798
2025
Q2 		$407K Sell
5,380
-1,025
-16% -$74.4K 0.01% 738
2025
Q1 		$481K Sell
6,405
-915
-13% -$67.1K 0.01% 651
2024
Q4 		$536K Buy
7,320
+672
+10% +$51.4K 0.01% 622
2024
Q3 		$519K Buy
6,648
+467
+8% +$35.1K 0.01% 610
2024
Q2 		$441K Sell
6,181
-1,364
-18% -$102K 0.01% 570
2024
Q1 		$613K Buy
7,545
+1,503
+25% +$118K 0.02% 485
2023
Q4 		$442K Buy
6,042
+1,612
+36% +$111K 0.01% 534
2023
Q3 		$293K Sell
4,430
-2,293
-34% -$165K 0.01% 594
2023
Q2 		$499K Buy
6,723
+2,825
+72% +$209K 0.02% 454
2023
Q1 		$301K Buy
3,898
+57
+1% +$4.37K 0.02% 536
2022
Q4 		$294K Buy
3,841
+150
+4% +$12.1K 0.02% 534
2022
Q3 		$261K Sell
3,691
-15
-0.4% -$1.25K 0.02% 463
2022
Q2 		$314K Buy
+3,706
New +$310K 0.03% 423
2021
Q1 		– Sell
-920
Closed -$68K – 969
2020
Q4 		$68K Buy
+920
New +$63.3K 0.01% 650

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Perigon Wealth Management increased its Sysco (SYY) stake by 4.9% in Q1 2026, buying an estimated $23.1K and bringing the position to 5,985 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #871.

Perigon Wealth Management first reported a position in SYY in Q4 2020 and has held it in 17 quarters since. The position peaked at $613K in Q1 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Perigon Wealth Management held 5,985 shares of Sysco worth $427K as of Q1 2026.
  • Perigon Wealth Management bought 279 Sysco shares in Q1 2026, an estimated $23.1K.
  • Sysco made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #871 holding.
  • Perigon Wealth Management first reported a position in Sysco in Q4 2020 and has held it in 17 quarters since.
  • Perigon Wealth Management's Sysco position peaked at $613K in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

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