TwinBeech Capital’s Symbotic SYM Stock Holding History

TwinBeech Capital’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	–	Sell	-25,464	Closed	-$1.52M	–	820
2025 Q4	$1.52M	Buy	+25,464	New	+$1.68M	0.11%	233
2025 Q1	–	Sell	-20,256	Closed	-$480K	–	962
2024 Q4	$480K	Buy	+20,256	New	+$576K	0.01%	459
2024 Q3	–	Sell	-84,341	Closed	-$2.97M	–	877
2024 Q2	$2.97M	Buy	84,341 +21,859	+35%	+$884K	0.06%	283
2024 Q1	$2.81M	Buy	+62,482	New	+$2.74M	0.06%	297

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

TwinBeech Capital's SYM Position: Q1 2026 in Review

TwinBeech Capital sold out of Symbotic (SYM) in Q1 2026, closing a stake of 25,464 shares — an estimated $1.52M sold.

TwinBeech Capital first reported a position in SYM in Q1 2024 and held it in 4 quarters. The position peaked at $2.97M in Q2 2024. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

TwinBeech Capital reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 25,464 Symbotic shares in Q1 2026, an estimated $1.52M.
TwinBeech Capital first reported a position in Symbotic in Q1 2024 and held it in 4 quarters.
TwinBeech Capital's Symbotic position peaked at $2.97M in Q2 2024.
411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.