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SBI Securities’s Symbotic SYM Stock Holding History

SBI Securities’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 		$271K Buy
6,040
+45
+0.8% +$2.29K 0.01% 577
2026
Q1 		$319K Sell
5,995
-3,467
-37% -$198K 0.01% 510
2025
Q4 		$563K Buy
9,462
+817
+9% +$54K 0.01% 374
2025
Q3 		$466K Buy
8,645
+2,386
+38% +$121K 0.01% 410
2025
Q2 		$243K Buy
6,259
+1,885
+43% +$49.4K 0.01% 531
2025
Q1 		$88.4K Sell
4,374
-2,117
-33% -$54.1K ﹤0.01% 790
2024
Q4 		$154K Buy
+6,491
New +$184K ﹤0.01% 624

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SBI Securities's SYM Position: Q2 2026 in Review

SBI Securities increased its Symbotic (SYM) stake by 0.75% in Q2 2026, buying an estimated $2.29K and bringing the position to 6,040 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #577.

SBI Securities first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SBI Securities held 6,040 shares of Symbotic worth $271K as of Q2 2026.
  • SBI Securities bought 45 Symbotic shares in Q2 2026, an estimated $2.29K.
  • Symbotic made up 0.01% of SBI Securities's portfolio in Q2 2026, its #577 holding.
  • SBI Securities first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Symbotic position peaked at $563K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.