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Symbotic shares owned by SlateStone Wealth

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by SlateStone Wealth from 13F filings

Historical chart of SlateStone Wealth investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $339k 6.3k 53.85
2025-06-30 $248k 6.4k 38.78

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares USA Quality Fctr Etf (QUAL)
Vanguard Index Funds EXTEND MK Etf (VXF)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
iShares Russell 1000 Growth ET Etf (IWF)
Caterpillar (CAT)
Berkshire Hathaway (BRK.B)
Amphenol Corporation (APH)
iShares Russell 1000 Val ETF Etf (IWD)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Pepsi (PEP)

View all positions for SlateStone Wealth

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
SVF Sponsor III
Vanguard Group
Toroso Investments
Citadel Advisors
Susquehanna International
Morgan Stanley
Mirae Asset Global Etfs Holdings
UBS Group
BlackRock
Jane Street
Raymond James Financial
Renaissance Technologies

View all funds holding Symbotic