Tanaka Capital Management’s Symbotic SYM Stock Holding History

Tanaka Capital 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 Q1	$2.29M	Sell	43,094 -260	-0.6%	-$14.9K	3.83%	13
2025 Q4	$2.58M	Sell	43,354 -100	-0.2%	-$6.6K	4.71%	8
2025 Q3	$2.34M	Buy	+43,454	New	+$2.2M	4.22%	8
2025 Q1	$1.08M	Sell	53,376 -19,312	-27%	-$493K	2.57%	11
2024 Q4	$1.72M	Buy	72,688 +29,596	+69%	+$841K	3.94%	8
2024 Q3	$1.05M	Buy	43,092 +1,555	+4%	+$42.2K	2.43%	12
2024 Q2	$1.46M	Hold	41,537	–	–	3.46%	10
2024 Q1	$1.87M	Hold	41,537	–	–	4.6%	9
2023 Q4	$2.13M	Sell	41,537 -15,293	-27%	-$670K	5.21%	5
2023 Q3	$1.9M	Hold	56,830	–	–	5.43%	6
2023 Q2	$2.43M	Sell	56,830 -13,170	-19%	-$433K	6.58%	4
2023 Q1	$1.6M	Hold	70,000	–	–	4.64%	9
2022 Q4	$836K	Hold	70,000	–	–	2.65%	11
2022 Q3	$805K	Buy	+70,000	New	+$1.03M	2.4%	12

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

SSI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Tanaka Capital Management's SYM Position: Q1 2026 in Review

Tanaka Capital Management reduced its Symbotic (SYM) stake by 0.6% in Q1 2026, selling an estimated $14.9K and leaving 43,094 shares worth $2.29M. The position accounts for 3.83% of the portfolio, ranked #13.

Tanaka Capital Management first reported a position in SYM in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.58M in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Tanaka Capital Management held 43,094 shares of Symbotic worth $2.29M as of Q1 2026.
Tanaka Capital Management sold 260 Symbotic shares in Q1 2026, an estimated $14.9K.
Symbotic made up 3.83% of Tanaka Capital Management's portfolio in Q1 2026, its #13 holding.
Tanaka Capital Management first reported a position in Symbotic in Q3 2022 and has held it in 14 quarters since.
Tanaka Capital Management's Symbotic position peaked at $2.58M in Q4 2025.
411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Tanaka Capital Management's 13F filing for Q1 2026, filed 18 May 2026.