TWM
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Tradition Wealth Management’s Sysco SYY Stock Holding History

Tradition Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,194
Closed -$235K – 541
2025
Q4 		$235K Sell
3,194
-191
-6% -$14.5K 0.02% 428
2025
Q3 		$279K Sell
3,385
-40
-1% -$3.2K 0.02% 390
2025
Q2 		$259K Sell
3,425
-5
-0.1% -$363 0.02% 387
2025
Q1 		$257K Buy
3,430
+24
+0.7% +$1.76K 0.02% 362
2024
Q4 		$260K Sell
3,406
-196
-5% -$15K 0.02% 347
2024
Q3 		$281K Sell
3,602
-1
-0% -$75 0.03% 336
2024
Q2 		$257K Sell
3,603
-20
-0.6% -$1.5K 0.02% 336
2024
Q1 		$294K Buy
3,623
+4
+0.1% +$315 0.03% 301
2023
Q4 		$265K Buy
3,619
+25
+0.7% +$1.73K 0.03% 290
2023
Q3 		$237K Buy
3,594
+94
+3% +$6.75K 0.03% 283
2023
Q2 		$260K Buy
3,500
+14
+0.4% +$1.03K 0.03% 271
2023
Q1 		$269K Buy
3,486
+244
+8% +$18.7K 0.03% 256
2022
Q4 		$248K Buy
3,242
+7
+0.2% +$566 0.04% 238
2022
Q3 		$229K Buy
3,235
+8
+0.2% +$666 0.03% 239
2022
Q2 		$273K Buy
3,227
+2
+0.1% +$168 0.04% 231
2022
Q1 		$263K Buy
3,225
+2
+0.1% +$162 0.03% 259
2021
Q4 		$253K Buy
3,223
+3
+0.1% +$231 0.03% 269
2021
Q3 		$253K Buy
3,220
+2
+0.1% +$153 0.04% 241
2021
Q2 		$250K Buy
3,218
+3
+0.1% +$242 0.04% 252
2021
Q1 		$253K Buy
3,215
+2
+0.1% +$155 0.04% 222
2020
Q4 		$239K Buy
+3,213
New +$221K 0.05% 214

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradition Wealth Management's SYY Position: Q1 2026 in Review

Tradition Wealth Management sold out of Sysco (SYY) in Q1 2026, closing a stake of 3,194 shares — an estimated $235K sold.

Tradition Wealth Management first reported a position in SYY in Q4 2020 and held it in 21 quarters. The position peaked at $294K in Q1 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Tradition Wealth Management reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 3,194 Sysco shares in Q1 2026, an estimated $235K.
  • Tradition Wealth Management first reported a position in Sysco in Q4 2020 and held it in 21 quarters.
  • Tradition Wealth Management's Sysco position peaked at $294K in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.