SWM
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Spire Wealth Management’s Symbotic SYM Stock Holding History

Spire Wealth Management’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 		$1.29M Buy
28,730
+3,931
+16% +$200K 0.04% 346
2026
Q1 		$1.32M Buy
24,799
+1,398
+6% +$80K 0.05% 339
2025
Q4 		$1.39M Buy
23,401
+1,474
+7% +$97.3K 0.05% 330
2025
Q3 		$1.18M Buy
21,927
+2,523
+13% +$128K 0.04% 348
2025
Q2 		$754K Buy
19,404
+5,808
+43% +$152K 0.03% 420
2025
Q1 		$275K Buy
13,596
+1,012
+8% +$25.9K 0.01% 738
2024
Q4 		$298K Buy
+12,584
New +$358K 0.01% 710

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

Spire Wealth Management's SYM Position: Q2 2026 in Review

Spire Wealth Management increased its Symbotic (SYM) stake by 16% in Q2 2026, buying an estimated $200K and bringing the position to 28,730 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #346.

Spire Wealth Management first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Spire Wealth Management held 28,730 shares of Symbotic worth $1.29M as of Q2 2026.
  • Spire Wealth Management bought 3,931 Symbotic shares in Q2 2026, an estimated $200K.
  • Symbotic made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Spire Wealth Management first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Symbotic position peaked at $1.39M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.