Trust Company of Vermont’s Symbotic SYM Stock Holding History

Trust Company of Vermont’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
2025 Q4	$11.9K	Hold	200	–	–	﹤0.01%	824
2025 Q3	$10.8K	Hold	200	–	–	﹤0.01%	824
2025 Q2	$7.77K	Hold	200	–	–	﹤0.01%	851
2025 Q1	$4.04K	Hold	200	–	–	﹤0.01%	877
2024 Q4	$4.74K	Hold	200	–	–	﹤0.01%	863
2024 Q3	$4.88K	Hold	200	–	–	﹤0.01%	846
2024 Q2	$7.03K	Hold	200	–	–	﹤0.01%	722
2024 Q1	$9K	Hold	200	–	–	﹤0.01%	695
2023 Q4	$10.3K	Hold	200	–	–	﹤0.01%	610
2023 Q3	$6.69K	Hold	200	–	–	﹤0.01%	687
2023 Q2	$8.56K	Buy	+200	New	+$6.57K	﹤0.01%	692

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 $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSI

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Trust Company of Vermont's SYM Position: Q4 2025 in Review

Trust Company of Vermont held its Symbotic (SYM) position steady in Q4 2025 at 200 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Trust Company of Vermont first reported a position in SYM in Q2 2023 and has held it in 11 quarters since. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

Trust Company of Vermont held 200 shares of Symbotic worth $11.9K as of Q4 2025.
Trust Company of Vermont left its Symbotic share count unchanged in Q4 2025.
Symbotic made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #824 holding.
Trust Company of Vermont first reported a position in Symbotic in Q2 2023 and has held it in 11 quarters since.
402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.