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Invesco's Symbotic Inc. (SYM) position

Yes: as of Q1 2026, Invesco holds 84K shares of SYM worth $4.5M (0.0% of the disclosed portfolio). Last quarter the position was reduced by 23.0%. First disclosed Q1 2023.
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Current value
$4.5M
Shares held
84K
% of portfolio
0.0%
Est. average buy price (i)
$66.04
est. since Q4 2025
Quarter-end price
$53.20

Estimated trade prices

Average price in quarters with purchases
$40.32
Average prices in quarters with sales
  • Q1 2026: $57.25 (25K shares sold)
  • Q3 2025: $50.55 (171K shares sold)
  • Q1 2025: $25.54 (500K shares sold)
  • Q3 2024: $27.15 (413K shares sold)
  • Q2 2024: $40.46 (57K shares sold)
  • Q2 2023: $32.85 (4K shares sold)

SYM price vs Invesco's position

1Y 3Y 5Y MAX
Dates
$9$50$10020222023202420252026New position of 110K shares · Q1 2023. Average closing price $16.72 · Price range $12.04–$22.97110KsharespurchasedSold 4K shares (3.5%) · Q2 2023. Average closing price $32.85 · Price range $23.18–$51.224KsharessoldNew position of 328K shares · Q4 2023. Average closing price $43.84 · Price range $31.19–$58.19328KsharespurchasedAdded 720K shares (219.4%) · Q1 2024. Average closing price $43.81 · Price range $37.91–$50.45720KsharespurchasedSold 57K shares (5.5%) · Q2 2024. Average closing price $40.46 · Price range $31.77–$48.3657KsharessoldSold 413K shares (41.7%) · Q3 2024. Average closing price $27.15 · Price range $17.86–$41.44413KsharessoldSold 500K shares (68.6%) · Q1 2025. Average closing price $25.54 · Price range $20.16–$33.50500KsharessoldAdded 76K shares (33.2%) · Q2 2025. Average closing price $26.19 · Price range $17.50–$38.8576KsharespurchasedSold 171K shares (56.1%) · Q3 2025. Average closing price $50.55 · Price range $39.68–$63.21171KsharessoldSold 25K shares (23.0%) · Q1 2026. Average closing price $57.25 · Price range $47.41–$73.2325Ksharessold
Average closing price · filing quarter
$57.25
Price range · filing quarter
$47.41 – $73.23
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −25K −$1.4M −23.0% 84K May 12, 2026
Q4 2025 First covered – – – 109K Feb 19, 2026
Q3 2025 Reduced −171K −$8.6M −56.1% 134K Nov 13, 2025
Q2 2025 Added +76K +$2.0M +33.2% 304K Aug 13, 2025
Q1 2025 Reduced −500K −$13M −68.6% 228K May 12, 2025
Q4 2024 First covered – – – 728K Feb 13, 2025
Q3 2024 Reduced −413K −$11M −41.7% 578K Nov 12, 2024
Q2 2024 Reduced −57K −$2.3M −5.5% 991K Aug 13, 2024
Q1 2024 Added +720K +$32M +219.4% 1.0M May 14, 2024
Q4 2023 New +328K +$14M – 328K Feb 13, 2024
Q2 2023 Reduced −4K −$125K −3.5% 106K Aug 11, 2023
Q1 2023 New +110K +$1.8M – 110K May 12, 2023
Data through Q1 2026 · filed May 12, 2026
12 grouped rows from 12 quarters

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Common questions

Does Invesco own SYM?

Yes. As of Q1 2026, Invesco disclosed 84K shares of SYM, worth $4.5M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Invesco buy SYM?

Invesco first disclosed a SYM position in Q1 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Invesco sell SYM?

The quarter-by-quarter table above shows each sale and reduction Invesco disclosed in SYM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SYM does Invesco own?

Invesco disclosed 84K shares of SYM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Invesco pay for SYM?

Invesco began building the SYM position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.