Roble Belko & Company’s Symbotic SYM Stock Holding History

Roble Belko & Company’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	–	Sell	-80	Closed	-$5K	–	511
2025 Q4	$5K	Buy	80 +10	+14%	+$660	﹤0.01%	351
2025 Q3	$4K	Buy	70 +34	+94%	+$1.72K	﹤0.01%	331
2025 Q2	$1K	Hold	36	–	–	﹤0.01%	397
2025 Q1	$1K	Buy	+36	New	+$920	﹤0.01%	384

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Roble Belko & Company's SYM Position: Q1 2026 in Review

Roble Belko & Company sold out of Symbotic (SYM) in Q1 2026, closing a stake of 80 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in SYM in Q1 2025 and held it in 4 quarters. The position peaked at $5K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Roble Belko & Company reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Roble Belko & Company sold 80 Symbotic shares in Q1 2026, an estimated $5K.
Roble Belko & Company first reported a position in Symbotic in Q1 2025 and held it in 4 quarters.
Roble Belko & Company's Symbotic position peaked at $5K in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.