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Core Capital Management & Research, inc.’s Symbotic SYM Stock Holding History

Core Capital Management & Research, inc.’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 		$1.34K Buy
+32
New +$1.63K ﹤0.01% 191

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Vanguard Portfolio Management
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Vanguard Capital Management
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JP Morgan Chase
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Ameriprise
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Core Capital Management & Research, inc.'s SYM Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in Symbotic (SYM) in Q2 2026: 32 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings.

419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Core Capital Management & Research, inc. held 32 shares of Symbotic worth $1.34K as of Q2 2026.
  • Symbotic was a new Core Capital Management & Research, inc. position in Q2 2026.
  • Symbotic made up ﹤0.01% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #191 holding.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.