WJA
SYM icon

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
Q2 		– Sell
-7,015
Closed -$373K – 179
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 $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

Willis Johnson & Associates's SYM Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Symbotic (SYM) in Q2 2026, closing a stake of 7,015 shares — an estimated $373K sold.

Willis Johnson & Associates first reported a position in SYM in Q2 2023 and held it in 7 quarters. The position peaked at $417K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 7,015 Symbotic shares in Q2 2026, an estimated $373K.
  • Willis Johnson & Associates first reported a position in Symbotic in Q2 2023 and held it in 7 quarters.
  • Willis Johnson & Associates's Symbotic position peaked at $417K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.