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Symbotic shares owned by Davy Asset Management

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Davy Asset Management from 13F filings

Historical chart of Davy Asset Management investment in Symbotic

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All positions including Symbotic held by Davy Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Davy Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 94k 53.90
2025-06-30 $1.4M 37k 38.85
2025-03-31 $468k 23k 20.21