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 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 $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swan Capital's SYM Position: Q1 2026 in Review

Swan Capital opened a new position in Symbotic (SYM) in Q1 2026: 15 shares worth $798. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Swan Capital previously reported a position in SYM as recently as Q3 2025.

Swan Capital first reported a position in SYM in Q3 2025 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Swan Capital held 15 shares of Symbotic worth $798 as of Q1 2026.
Symbotic was a new Swan Capital position in Q1 2026.
Symbotic made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #465 holding.
Swan Capital first reported a position in Symbotic in Q3 2025 and has held it in 2 quarters since.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.