SPC
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Sigma Planning Corp’s Symbotic SYM Stock Holding History

Sigma Planning Corp’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 		$264K Buy
5,881
+328
+6% +$16.7K 0.01% 1180
2026
Q1 		$295K Sell
5,553
-150
-3% -$8.59K 0.01% 1057
2025
Q4 		$339K Sell
5,703
-250
-4% -$16.5K 0.01% 962
2025
Q3 		$321K Sell
5,953
-89
-1% -$4.5K 0.01% 1007
2025
Q2 		$235K Buy
+6,042
New +$158K 0.01% 1104
2024
Q2 		– Sell
-5,015
Closed -$226K – 1266
2024
Q1 		$226K Buy
+5,015
New +$220K 0.01% 1088

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

Sigma Planning Corp's SYM Position: Q2 2026 in Review

Sigma Planning Corp increased its Symbotic (SYM) stake by 5.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 5,881 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1180.

Sigma Planning Corp first reported a position in SYM in Q1 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Sigma Planning Corp held 5,881 shares of Symbotic worth $264K as of Q2 2026.
  • Sigma Planning Corp bought 328 Symbotic shares in Q2 2026, an estimated $16.7K.
  • Symbotic made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1180 holding.
  • Sigma Planning Corp first reported a position in Symbotic in Q1 2024 and has held it in 6 quarters since.
  • Sigma Planning Corp's Symbotic position peaked at $339K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.