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Wellington Shields Capital Management’s Symbotic SYM Stock Holding History

Wellington Shields Capital 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
2025
Q4 		– Sell
-3,581
Closed -$193K – 343
2025
Q3 		$193K Buy
+3,581
New +$181K 0.03% 241

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Wellington Shields Capital Management's SYM Position: Q4 2025 in Review

Wellington Shields Capital Management sold out of Symbotic (SYM) in Q4 2025, closing a stake of 3,581 shares — an estimated $193K sold.

Wellington Shields Capital Management first reported a position in SYM in Q3 2025 and held it in 1 quarter. The position peaked at $193K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • Wellington Shields Capital Management reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 3,581 Symbotic shares in Q4 2025, an estimated $193K.
  • Wellington Shields Capital Management first reported a position in Symbotic in Q3 2025 and held it in 1 quarter.
  • Wellington Shields Capital Management's Symbotic position peaked at $193K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Wellington Shields Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.