Picton Mahoney Asset Management’s Symbotic SYM Stock Holding History

Picton Mahoney Asset 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	$4.44M	Buy	83,403 +10,820	+15%	+$619K	0.03%	383
2025 Q4	$4.32M	Buy	+72,583	New	+$4.79M	0.03%	351
2022 Q2	–	Sell	-175,000	Closed	-$1.73M	–	901
2022 Q1	$1.73M	Hold	175,000	–	–	0.06%	453
2021 Q4	$1.75M	Hold	175,000	–	–	0.04%	454
2021 Q3	$1.72M	Hold	175,000	–	–	0.06%	408
2021 Q2	$1.74M	Buy	+175,000	New	+$1.76M	0.05%	413

Other funds holding SYM

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

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $6.73T AUM 46.02% 1-Year Est. Return

Picton Mahoney Asset Management's SYM Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Symbotic (SYM) stake by 15% in Q1 2026, buying an estimated $619K and bringing the position to 83,403 shares worth $4.44M. The position accounts for 0.03% of the portfolio, ranked #383.

Picton Mahoney Asset Management first reported a position in SYM in Q2 2021 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Picton Mahoney Asset Management held 83,403 shares of Symbotic worth $4.44M as of Q1 2026.
Picton Mahoney Asset Management bought 10,820 Symbotic shares in Q1 2026, an estimated $619K.
Symbotic made up 0.03% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #383 holding.
Picton Mahoney Asset Management first reported a position in Symbotic in Q2 2021 and has held it in 6 quarters since.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.