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SYM icon

Sunbelt Securities’s Symbotic SYM Stock Holding History

Sunbelt Securities’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 		$490K Hold
9,203
– – 0.03% 407
2025
Q4 		$548K Sell
9,203
-200
-2% -$13.2K 0.04% 377
2025
Q3 		$507K Sell
9,403
-3,427
-27% -$173K 0.04% 385
2025
Q2 		$304K Sell
12,830
-135
-1% -$3.54K 0.03% 480
2025
Q1 		$262K Buy
12,965
+135
+1% +$3.45K 0.02% 486
2024
Q4 		$313K Sell
12,830
-500
-4% -$14.2K 0.03% 475
2024
Q3 		$325K Buy
13,330
+8,235
+162% +$224K 0.03% 459
2024
Q2 		$179K Buy
5,095
+4,875
+2,216% +$197K 0.02% 580
2024
Q1 		$9.9K Buy
+220
New +$9.64K ﹤0.01% 1245

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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sunbelt Securities's SYM Position: Q1 2026 in Review

Sunbelt Securities held its Symbotic (SYM) position steady in Q1 2026 at 9,203 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #407.

Sunbelt Securities first reported a position in SYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $548K in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Sunbelt Securities held 9,203 shares of Symbotic worth $490K as of Q1 2026.
  • Sunbelt Securities left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #407 holding.
  • Sunbelt Securities first reported a position in Symbotic in Q1 2024 and has held it in 9 quarters since.
  • Sunbelt Securities's Symbotic position peaked at $548K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.