TFCM
SYM icon

Taylor Frigon Capital Management’s Symbotic SYM Stock Holding History

Taylor Frigon 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
Q2 		$2.73M Buy
60,700
+20,243
+50% +$1.03M 1.28% 21
2026
Q1 		$2.15M Sell
40,457
-283
-0.7% -$16.2K 1.22% 27
2025
Q4 		$2.42M Sell
40,740
-3,424
-8% -$226K 1.23% 26
2025
Q3 		$2.38M Sell
44,164
-32,501
-42% -$1.64M 1.18% 36
2025
Q2 		$2.98M Sell
76,665
-5,359
-7% -$140K 1.58% 7
2025
Q1 		$1.66M Sell
82,024
-1,209
-1% -$30.9K 0.99% 60
2024
Q4 		$1.97M Buy
83,233
+13,104
+19% +$372K 1% 44
2024
Q3 		$1.7M Buy
70,129
+3,255
+5% +$88.4K 0.85% 58
2024
Q2 		$2.35M Sell
66,874
-88
-0.1% -$3.56K 1.12% 31
2024
Q1 		$3.01M Buy
66,962
+4,400
+7% +$193K 1.44% 29
2023
Q4 		$3.21M Sell
62,562
-1,014
-2% -$44.5K 1.61% 22
2023
Q3 		$2.13M Buy
63,576
+336
+0.5% +$13.8K 1.18% 32
2023
Q2 		$2.71M Buy
+63,240
New +$2.08M 1.32% 30

Other funds holding SYM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Taylor Frigon Capital Management's SYM Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its Symbotic (SYM) stake by 50% in Q2 2026, buying an estimated $1.03M and bringing the position to 60,700 shares worth $2.73M. The position accounts for 1.28% of the portfolio, ranked #21.

Taylor Frigon Capital Management first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.21M in Q4 2023. 99 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Taylor Frigon Capital Management held 60,700 shares of Symbotic worth $2.73M as of Q2 2026.
  • Taylor Frigon Capital Management bought 20,243 Symbotic shares in Q2 2026, an estimated $1.03M.
  • Symbotic made up 1.28% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #21 holding.
  • Taylor Frigon Capital Management first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • Taylor Frigon Capital Management's Symbotic position peaked at $3.21M in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.