Palumbo Wealth Management LLC

Position in SYM — Symbotic Inc.

CIK 1846310 GREAT NECK, NY

Position in SYM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$313,930

-$50,277 QoQ

Shares Held

6,984

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#229

of 414 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Palumbo Wealth Management LLC holds $6,834,096 across 5 Specialty Industrial Machinery names. SYM ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	9,284	$2,511,043
2	BW	Babcock & Wilcox Enterprises, Inc.	133,927	$1,888,370
3	ETN	Eaton Corp plc	3,273	$1,394,690
4	GEV	GE Vernova Inc.	618	$726,063
5	SYM	Symbotic Inc. This page	6,984	$313,930

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,930	6,984	+2.0%	Shares	Sole	2026-08-12
2026-03-31	$364,207	6,846	+20.6%	Shares	Defined	2026-05-12
2025-12-31	$337,722	5,676	+11.4%	Shares	Sole	2026-01-21
2025-09-30	$274,620	5,095	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.