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Willis Johnson & Associates’s Symbotic SYM Stock Holding History

Willis Johnson & Associates’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
Q1 		$373K Hold
7,015
– – 0.02% 134
2025
Q4 		$417K Sell
7,015
-185
-3% -$12.2K 0.03% 112
2025
Q3 		$388K Hold
7,200
– – 0.02% 118
2025
Q2 		$280K Buy
+7,200
New +$189K 0.02% 138
2024
Q2 		– Sell
-5,200
Closed -$234K – 171
2024
Q1 		$234K Buy
5,200
+200
+4% +$8.76K 0.02% 134
2023
Q4 		$257K Buy
+5,000
New +$219K 0.02% 115
2023
Q3 		– Sell
-5,000
Closed -$214K – 142
2023
Q2 		$214K Buy
+5,000
New +$164K 0.02% 121

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Willis Johnson & Associates's SYM Position: Q1 2026 in Review

Willis Johnson & Associates held its Symbotic (SYM) position steady in Q1 2026 at 7,015 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #134.

Willis Johnson & Associates first reported a position in SYM in Q2 2023 and has held it in 7 quarters since. The position peaked at $417K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Willis Johnson & Associates held 7,015 shares of Symbotic worth $373K as of Q1 2026.
  • Willis Johnson & Associates left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #134 holding.
  • Willis Johnson & Associates first reported a position in Symbotic in Q2 2023 and has held it in 7 quarters since.
  • Willis Johnson & Associates's Symbotic position peaked at $417K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.