Position in SYM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,743
-$1,971 QoQ
Shares Held
239
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#330
of 414 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IMG Wealth Management, Inc. holds $128,560 across 12 Specialty Industrial Machinery names. SYM ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
33 | $38,770 | |
| 2 | ETN |
Eaton Corp plc
|
41 | $17,470 | |
| 3 | PH |
Parker-Hannifin Corp
|
17 | $16,628 | |
| 4 | CMI |
Cummins Inc
|
16 | $11,411 | |
| 5 | SYM |
Symbotic Inc.
This page
|
239 | $10,743 | |
| 6 | EMR |
Emerson Electric Co
|
73 | $10,449 | |
| 7 | AME |
Ametek Inc/
|
39 | $9,435 | |
| 8 | ITW |
Illinois Tool Works Inc
|
26 | $7,032 |
All Filings in SYM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,743 | 239 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,714 | 239 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,220 | 239 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,882 | 239 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,285 | 239 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,830 | 239 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,937 | 630 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||