TD Asset Management’s Symbotic SYM Stock Holding History

TD Asset 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	$326K	Buy	6,126 +2,373	+63%	+$136K	﹤0.01%	1198
2025 Q4	$223K	Sell	3,753 -101	-3%	-$6.67K	﹤0.01%	1212
2025 Q3	$208K	Buy	+3,854	New	+$195K	﹤0.01%	1220
2022 Q2	–	Sell	-50,000	Closed	-$496K	–	1514
2022 Q1	$496K	Hold	50,000	–	–	﹤0.01%	1344
2021 Q4	$500K	Hold	50,000	–	–	﹤0.01%	1379
2021 Q3	$492K	Hold	50,000	–	–	﹤0.01%	1391
2021 Q2	$490K	Hold	50,000	–	–	﹤0.01%	1383
2021 Q1	$505K	Buy	+50,000	New	+$511K	﹤0.01%	1394

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

TD Asset Management's SYM Position: Q1 2026 in Review

TD Asset Management increased its Symbotic (SYM) stake by 63% in Q1 2026, buying an estimated $136K and bringing the position to 6,126 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

TD Asset Management first reported a position in SYM in Q1 2021 and has held it in 8 quarters since. The position peaked at $505K in Q1 2021. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

TD Asset Management held 6,126 shares of Symbotic worth $326K as of Q1 2026.
TD Asset Management bought 2,373 Symbotic shares in Q1 2026, an estimated $136K.
Symbotic made up ﹤0.01% of TD Asset Management's portfolio in Q1 2026, its #1198 holding.
TD Asset Management first reported a position in Symbotic in Q1 2021 and has held it in 8 quarters since.
TD Asset Management's Symbotic position peaked at $505K in Q1 2021.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.