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Woodson Capital Management’s Symbotic SYM Stock Holding History

Woodson Capital Management’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
2025
Q2 		– Sell
-154,100
Closed -$3.11M – 34
2025
Q1 		$3.11M Hold
154,100
– – 0.54% 27
2024
Q4 		$3.65M Buy
+154,100
New +$4.38M 0.59% 31

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

Woodson Capital Management's SYM Position: Q2 2026 in Review

Woodson Capital Management increased its Symbotic (SYM) stake by 160% in Q2 2026, buying an estimated $2.19M and bringing the position to 70,000 shares worth $3.15M. The position accounts for 0.53% of the portfolio, ranked #25.

Woodson Capital Management first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Woodson Capital Management held 70,000 shares of Symbotic worth $3.15M as of Q2 2026.
  • Woodson Capital Management bought 43,058 Symbotic shares in Q2 2026, an estimated $2.19M.
  • Symbotic made up 0.53% of Woodson Capital Management's portfolio in Q2 2026, its #25 holding.
  • Woodson Capital Management first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Woodson Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.