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
Q1 		$2.61M Sell
49,000
-84,800
-63% -$4.85M ﹤0.01% 1600
2025
Q4 		$7.96M Sell
133,800
-36,400
-21% -$2.4M ﹤0.01% 993
2025
Q3 		$9.17M Buy
170,200
+51,500
+43% +$2.6M ﹤0.01% 1026
2025
Q2 		$4.61M Sell
118,700
-21,300
-15% -$558K ﹤0.01% 1417
2025
Q1 		$2.83M Sell
140,000
-100,800
-42% -$2.57M ﹤0.01% 1716
2024
Q4 		$5.71M Buy
240,800
+14,700
+7% +$418K ﹤0.01% 1386
2024
Q3 		$5.51M Buy
226,100
+145,000
+179% +$3.94M ﹤0.01% 1426
2024
Q2 		$2.85M Sell
81,100
-200
-0.2% -$8.09K ﹤0.01% 1884
2024
Q1 		$3.66M Sell
81,300
-24,100
-23% -$1.06M ﹤0.01% 1859
2023
Q4 		$5.41M Sell
105,400
-24,900
-19% -$1.09M ﹤0.01% 1482
2023
Q3 		$4.36M Buy
130,300
+89,400
+219% +$3.68M ﹤0.01% 1456
2023
Q2 		$1.75M Buy
40,900
+34,200
+510% +$1.12M ﹤0.01% 2078
2023
Q1 		$153K Buy
6,700
+1,900
+40% +$31.8K ﹤0.01% 4644
2022
Q4 		$57K Sell
4,800
-13,300
-73% -$155K ﹤0.01% 5713
2022
Q3 		$208K Buy
+18,100
New +$266K ﹤0.01% 4561

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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.