Simplex Trading
SYM icon

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
Q2 		$2.75M Buy
61,100
+34,500
+130% +$1.76M ﹤0.01% 1709
2026
Q1 		$1.42M Sell
26,600
-44,800
-63% -$2.56M ﹤0.01% 2140
2025
Q4 		$4.25M Sell
71,400
-112,900
-61% -$7.46M ﹤0.01% 1407
2025
Q3 		$9.93M Buy
184,300
+64,000
+53% +$3.23M 0.01% 977
2025
Q2 		$4.67M Sell
120,300
-42,700
-26% -$1.12M ﹤0.01% 1403
2025
Q1 		$3.29M Sell
163,000
-4,500
-3% -$115K ﹤0.01% 1587
2024
Q4 		$3.97M Sell
167,500
-41,300
-20% -$1.17M ﹤0.01% 1645
2024
Q3 		$5.09M Buy
208,800
+80,300
+62% +$2.18M ﹤0.01% 1476
2024
Q2 		$4.52M Sell
128,500
-46,300
-26% -$1.87M ﹤0.01% 1505
2024
Q1 		$7.87M Buy
174,800
+15,500
+10% +$679K ﹤0.01% 1282
2023
Q4 		$8.18M Buy
159,300
+108,000
+211% +$4.73M 0.01% 1227
2023
Q3 		$1.71M Sell
51,300
-36,600
-42% -$1.51M ﹤0.01% 2210
2023
Q2 		$3.76M Buy
87,900
+82,400
+1,498% +$2.71M ﹤0.01% 1507
2023
Q1 		$125K Sell
5,500
-5,700
-51% -$95.3K ﹤0.01% 4911
2022
Q4 		$133K Sell
11,200
-3,100
-22% -$36.1K ﹤0.01% 4734
2022
Q3 		$164K Buy
+14,300
New +$210K ﹤0.01% 4883

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

Simplex Trading's SYM Position: Q2 2026 in Review

Simplex Trading increased its Symbotic (SYM) stake by 22% in Q2 2026, buying an estimated $499K and bringing the position to 54,733 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Simplex Trading first reported a position in SYM in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.29M in Q2 2024. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Simplex Trading held 54,733 shares of Symbotic worth $2.46M as of Q2 2026.
  • Simplex Trading bought 9,801 Symbotic shares in Q2 2026, an estimated $499K.
  • Symbotic made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #1812 holding.
  • Simplex Trading first reported a position in Symbotic in Q3 2022 and has held it in 11 quarters since.
  • Simplex Trading's Symbotic position peaked at $3.29M in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.