Wells Fargo
SYM icon

Wells Fargo’s Symbotic SYM Stock Holding History

Wells Fargo’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
Q2 		$6.88M Sell
153,035
-3,497
-2% -$178K ﹤0.01% 2537
2026
Q1 		$8.33M Buy
156,532
+4,238
+3% +$243K ﹤0.01% 2186
2025
Q4 		$9.06M Sell
152,294
-58,409
-28% -$3.86M ﹤0.01% 2131
2025
Q3 		$11.4M Buy
210,703
+13,417
+7% +$678K ﹤0.01% 1898
2025
Q2 		$7.66M Buy
197,286
+52,299
+36% +$1.37M ﹤0.01% 2132
2025
Q1 		$2.93M Buy
144,987
+21,366
+17% +$546K ﹤0.01% 2858
2024
Q4 		$2.93M Sell
123,621
-13,620
-10% -$387K ﹤0.01% 2890
2024
Q3 		$3.35M Sell
137,241
-155,870
-53% -$4.23M ﹤0.01% 2675
2024
Q2 		$10.3M Buy
293,111
+33,797
+13% +$1.37M ﹤0.01% 1702
2024
Q1 		$11.7M Buy
259,314
+87,729
+51% +$3.84M ﹤0.01% 1629
2023
Q4 		$8.81M Buy
171,585
+108,126
+170% +$4.74M ﹤0.01% 1800
2023
Q3 		$2.12M Buy
63,459
+32,857
+107% +$1.35M ﹤0.01% 2771
2023
Q2 		$1.31M Buy
30,602
+10,825
+55% +$356K ﹤0.01% 3252
2023
Q1 		$452K Buy
19,777
+859
+5% +$14.4K ﹤0.01% 3917
2022
Q4 		$226K Sell
18,918
-3,497
-16% -$40.7K ﹤0.01% 4107
2022
Q3 		$258K Buy
+22,415
New +$330K ﹤0.01% 4096

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo's SYM Position: Q2 2026 in Review

Wells Fargo reduced its Symbotic (SYM) stake by 2.2% in Q2 2026, selling an estimated $178K and leaving 153,035 shares worth $6.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Wells Fargo first reported a position in SYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.7M in Q1 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Wells Fargo held 153,035 shares of Symbotic worth $6.88M as of Q2 2026.
  • Wells Fargo sold 3,497 Symbotic shares in Q2 2026, an estimated $178K.
  • Symbotic made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2537 holding.
  • Wells Fargo first reported a position in Symbotic in Q3 2022 and has held it in 16 quarters since.
  • Wells Fargo's Symbotic position peaked at $11.7M in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.