Swan Capital’s Symbotic SYM Stock Holding History

Swan Capital’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	$1.8K	Buy	40 +25	+167%	+$1.27K	﹤0.01%	388
2026 Q1	$798	Buy	+15	New	+$859	﹤0.01%	465
2025 Q4	–	Sell	-7	Closed	-$377	–	548
2025 Q3	$377	Buy	+7	New	+$354	﹤0.01%	444

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Swan Capital's SYM Position: Q2 2026 in Review

Swan Capital increased its Symbotic (SYM) stake by 167% in Q2 2026, buying an estimated $1.27K and bringing the position to 40 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Swan Capital first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Swan Capital held 40 shares of Symbotic worth $1.8K as of Q2 2026.
Swan Capital bought 25 Symbotic shares in Q2 2026, an estimated $1.27K.
Symbotic made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #388 holding.
Swan Capital first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.