Valley Wealth Managers’s Sysco SYY Stock Holding History

Valley Wealth Managers’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	$14.3K	Sell	200 -200	-50%	-$16.5K	﹤0.01%	258
2025 Q4	$29.5K	Hold	400	–	–	﹤0.01%	242
2025 Q3	$32.9K	Hold	400	–	–	﹤0.01%	222
2025 Q2	$30.3K	Hold	400	–	–	﹤0.01%	217
2025 Q1	$30K	Hold	400	–	–	﹤0.01%	227
2024 Q4	$30.6K	Hold	400	–	–	﹤0.01%	238
2024 Q3	$31.2K	Buy	+400	New	+$30.1K	﹤0.01%	238
2017 Q1	–	Sell	-45	Closed	-$2K	–	241
2016 Q4	$2K	Buy	+45	New	+$2.34K	﹤0.01%	229

Other funds holding SYY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley Wealth Managers's SYY Position: Q1 2026 in Review

Valley Wealth Managers reduced its Sysco (SYY) stake by 50% in Q1 2026, selling an estimated $16.5K and leaving 200 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Valley Wealth Managers first reported a position in SYY in Q4 2016 and has held it in 8 quarters since. The position peaked at $32.9K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Valley Wealth Managers held 200 shares of Sysco worth $14.3K as of Q1 2026.
Valley Wealth Managers sold 200 Sysco shares in Q1 2026, an estimated $16.5K.
Sysco made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #258 holding.
Valley Wealth Managers first reported a position in Sysco in Q4 2016 and has held it in 8 quarters since.
Valley Wealth Managers's Sysco position peaked at $32.9K in Q3 2025.
1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.