West Tower Group’s Symbotic SYM Stock Holding History

West Tower Group’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	$292K	Sell	6,500 -500	-7%	-$25.5K	0.82%	35
2026 Q1	$372K	Buy	+7,000	New	+$401K	1.16%	19

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Tower Group's SYM Position: Q2 2026 in Review

West Tower Group reduced its Symbotic (SYM) stake by 7.1% in Q2 2026, selling an estimated $25.5K and leaving 6,500 shares worth $292K. The position accounts for 0.82% of the portfolio, ranked #35.

West Tower Group first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $372K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

West Tower Group held 6,500 shares of Symbotic worth $292K as of Q2 2026.
West Tower Group sold 500 Symbotic shares in Q2 2026, an estimated $25.5K.
Symbotic made up 0.82% of West Tower Group's portfolio in Q2 2026, its #35 holding.
West Tower Group first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
West Tower Group's Symbotic position peaked at $372K in Q1 2026.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.