State Street’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25M Buy
557,007
+37,265
+7% +$1.9M ﹤0.01% 2238
2026
Q1
$27.7M Buy
519,742
+33,026
+7% +$1.89M ﹤0.01% 2065
2025
Q4
$29M Buy
486,716
+125,929
+35% +$8.32M ﹤0.01% 2048
2025
Q3
$19.4M Buy
360,787
+68,466
+23% +$3.46M ﹤0.01% 2270
2025
Q2
$11.4M Sell
292,321
-20,949
-7% -$549K ﹤0.01% 2517
2025
Q1
$6.33M Buy
313,270
+8,047
+3% +$206K ﹤0.01% 2781
2024
Q4
$7.24M Sell
305,223
-14,012
-4% -$398K ﹤0.01% 2794
2024
Q3
$7.79M Buy
319,235
+7,990
+3% +$217K ﹤0.01% 2749
2024
Q2
$10.9M Buy
311,245
+71,131
+30% +$2.88M ﹤0.01% 2509
2024
Q1
$10.8M Buy
240,114
+67,250
+39% +$2.95M ﹤0.01% 2543
2023
Q4
$8.87M Sell
172,864
-9,536
-5% -$418K ﹤0.01% 2668
2023
Q3
$6.1M Buy
182,400
+9,575
+6% +$394K ﹤0.01% 2834
2023
Q2
$7.4M Buy
172,825
+122,225
+242% +$4.02M ﹤0.01% 2799
2023
Q1
$1.16M Buy
50,600
+14,900
+42% +$249K ﹤0.01% 3487
2022
Q4
$426K Buy
35,700
+7,400
+26% +$86.2K ﹤0.01% 3826
2022
Q3
$325K Buy
+28,300
New +$416K ﹤0.01% 3936

Other funds holding SYM

State Street's SYM Position: Q2 2026 in Review

State Street increased its Symbotic (SYM) stake by 7.2% in Q2 2026, buying an estimated $1.9M and bringing the position to 557,007 shares worth $25M. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

State Street first reported a position in SYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $29M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • State Street held 557,007 shares of Symbotic worth $25M as of Q2 2026.
  • State Street bought 37,265 Symbotic shares in Q2 2026, an estimated $1.9M.
  • Symbotic made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2238 holding.
  • State Street first reported a position in Symbotic in Q3 2022 and has held it in 16 quarters since.
  • State Street's Symbotic position peaked at $29M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.