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 		$3.04M Buy
67,600
+18,600
+38% +$948K ﹤0.01% 1611
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 $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.