Wellington Shields & Co’s Symbotic SYM Stock Holding History

Wellington Shields & Co’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	-5,750	Closed	-$310K	–	342
2025 Q3	$310K	Buy	+5,750	New	+$291K	0.08%	183

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

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 $1.89T 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Shields & Co's SYM Position: Q4 2025 in Review

Wellington Shields & Co sold out of Symbotic (SYM) in Q4 2025, closing a stake of 5,750 shares — an estimated $310K sold.

Wellington Shields & Co first reported a position in SYM in Q3 2025 and held it in 1 quarter. The position peaked at $310K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

Wellington Shields & Co reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
Wellington Shields & Co sold 5,750 Symbotic shares in Q4 2025, an estimated $310K.
Wellington Shields & Co first reported a position in Symbotic in Q3 2025 and held it in 1 quarter.
Wellington Shields & Co's Symbotic position peaked at $310K in Q3 2025.
402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

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