ST
SYM icon

Somerset Trust’s Symbotic SYM Stock Holding History

Somerset Trust’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 		$334K Buy
7,427
+29
+0.4% +$1.48K 0.09% 131
2026
Q1 		$394K Buy
7,398
+21
+0.3% +$1.2K 0.12% 120
2025
Q4 		$439K Sell
7,377
-1,102
-13% -$72.8K 0.13% 115
2025
Q3 		$457K Sell
8,479
-776
-8% -$39.2K 0.14% 116
2025
Q2 		$360K Buy
+9,255
New +$242K 0.12% 128

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

Somerset Trust's SYM Position: Q2 2026 in Review

Somerset Trust increased its Symbotic (SYM) stake by 0.39% in Q2 2026, buying an estimated $1.48K and bringing the position to 7,427 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #131.

Somerset Trust first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $457K in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Somerset Trust held 7,427 shares of Symbotic worth $334K as of Q2 2026.
  • Somerset Trust bought 29 Symbotic shares in Q2 2026, an estimated $1.48K.
  • Symbotic made up 0.09% of Somerset Trust's portfolio in Q2 2026, its #131 holding.
  • Somerset Trust first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Somerset Trust's Symbotic position peaked at $457K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.