Simplex Trading’s Symbotic SYM Stock Holding History

Simplex Trading’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	$2.39M	Sell	44,932 -4,675	-9%	-$268K	﹤0.01%	1684
2025 Q4	$2.95M	Buy	+49,607	New	+$3.28M	﹤0.01%	1669
2025 Q3	–	Sell	-34,245	Closed	-$1.73M	–	10045
2025 Q2	$1.33M	Buy	34,245 +9,617	+39%	+$252K	﹤0.01%	2489
2025 Q1	$497K	Buy	+24,628	New	+$629K	﹤0.01%	3416
2024 Q3	–	Sell	-93,493	Closed	-$2.54M	–	9553
2024 Q2	$3.29M	Buy	93,493 +30,533	+48%	+$1.24M	﹤0.01%	1754
2024 Q1	$2.83M	Buy	+62,960	New	+$2.76M	﹤0.01%	2081
2023 Q4	–	Sell	-47,316	Closed	-$2.07M	–	9800
2023 Q3	$1.58M	Buy	+47,316	New	+$1.95M	﹤0.01%	2282
2023 Q2	–	Sell	-9,690	Closed	-$318K	–	9915
2023 Q1	$221K	Buy	9,690 +5,666	+141%	+$94.7K	﹤0.01%	4206
2022 Q4	$48K	Sell	4,024 -4,836	-55%	-$56.3K	﹤0.01%	5944
2022 Q3	$101K	Buy	+8,860	New	+$130K	﹤0.01%	5517

Other funds holding SYM

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

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 1-Year Est. Return

Simplex Trading's SYM Position: Q1 2026 in Review

Simplex Trading reduced its Symbotic (SYM) stake by 9.4% in Q1 2026, selling an estimated $268K and leaving 44,932 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Simplex Trading first reported a position in SYM in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.29M in Q2 2024. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Simplex Trading held 44,932 shares of Symbotic worth $2.39M as of Q1 2026.
Simplex Trading sold 4,675 Symbotic shares in Q1 2026, an estimated $268K.
Symbotic made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1684 holding.
Simplex Trading first reported a position in Symbotic in Q3 2022 and has held it in 10 quarters since.
Simplex Trading's Symbotic position peaked at $3.29M in Q2 2024.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.