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BOLTON SECURITIES CORPORATION’s Symbotic SYM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$167K Buy
3,969
+64
+2% +$2.7K 0.01% 955
2026
Q2 		$176K Sell
3,905
-1,800
-32% -$91.7K 0.01% 935
2026
Q1 		$304K Buy
+5,705
New +$327K 0.01% 683
2025
Q3 		$43.4K Buy
+805
New +$40.7K ﹤0.01% 1175
2025
Q1 		$9.42K Buy
+466
New +$11.9K ﹤0.01% 1450

Other funds holding SYM

Walmart Inc
Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SYM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Symbotic (SYM) stake by 1.6% in Q3 2026, buying an estimated $2.7K and bringing the position to 3,969 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #955.

BOLTON SECURITIES CORPORATION first reported a position in SYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $304K in Q1 2026. 268 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,969 shares of Symbotic worth $167K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 64 Symbotic shares in Q3 2026, an estimated $2.7K.
  • Symbotic made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #955 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Symbotic in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Symbotic position peaked at $304K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.