William Blair & Company
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William Blair & Company’s Symbotic SYM Stock Holding History

William Blair & Company’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 		$5.3M Buy
117,920
+2,861
+2% +$146K 0.01% 511
2026
Q1 		$6.12M Sell
115,059
-8,878
-7% -$508K 0.02% 456
2025
Q4 		$7.37M Sell
123,937
-3,701
-3% -$244K 0.02% 425
2025
Q3 		$6.88M Sell
127,638
-3,681
-3% -$186K 0.02% 446
2025
Q2 		$5.1M Sell
131,319
-4,479
-3% -$117K 0.01% 489
2025
Q1 		$2.74M Buy
135,798
+74,707
+122% +$1.91M 0.01% 640
2024
Q4 		$1.45M Sell
61,091
-1,375
-2% -$39.1K ﹤0.01% 795
2024
Q3 		$1.52M Buy
62,466
+6,436
+11% +$175K ﹤0.01% 784
2024
Q2 		$1.97M Buy
56,030
+22,665
+68% +$917K 0.01% 695
2024
Q1 		$1.5M Buy
33,365
+26,925
+418% +$1.18M ﹤0.01% 755
2023
Q4 		$331K Buy
+6,440
New +$282K ﹤0.01% 1212
2023
Q3 		– Sell
-28,030
Closed -$1.2M – 1847
2023
Q2 		$1.2M Sell
28,030
-290
-1% -$9.53K ﹤0.01% 789
2023
Q1 		$647K Buy
+28,320
New +$473K ﹤0.01% 957

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

William Blair & Company's SYM Position: Q2 2026 in Review

William Blair & Company increased its Symbotic (SYM) stake by 2.5% in Q2 2026, buying an estimated $146K and bringing the position to 117,920 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #511.

William Blair & Company first reported a position in SYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.37M in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • William Blair & Company held 117,920 shares of Symbotic worth $5.3M as of Q2 2026.
  • William Blair & Company bought 2,861 Symbotic shares in Q2 2026, an estimated $146K.
  • Symbotic made up 0.01% of William Blair & Company's portfolio in Q2 2026, its #511 holding.
  • William Blair & Company first reported a position in Symbotic in Q1 2023 and has held it in 13 quarters since.
  • William Blair & Company's Symbotic position peaked at $7.37M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.