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Mark Sheptoff Financial Planning’s STMicroelectronics STM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7K Buy
+250
New +$15K 0.01% 295
2024
Q3 		– Sell
-400
Closed -$15.7K – 459
2024
Q2 		$15.7K Hold
400
– – 0.01% 273
2024
Q1 		$17.3K Hold
400
– – 0.01% 248
2023
Q4 		$20.1K Sell
400
-100
-20% -$4.47K 0.01% 228
2023
Q3 		$21.6K Sell
500
-5,500
-92% -$262K 0.01% 202
2023
Q2 		$300K Hold
6,000
– – 0.17% 75
2023
Q1 		$321K Buy
+6,000
New +$280K 0.19% 76
2018
Q4 		– Sell
-6,175
Closed -$113K – 356
2018
Q3 		$113K Buy
6,175
+1,400
+29% +$29K 0.08% 125
2018
Q2 		$106K Sell
4,775
-1,550
-25% -$36K 0.08% 122
2018
Q1 		$141K Buy
6,325
+1,600
+34% +$37.3K 0.1% 116
2017
Q4 		$103K Buy
4,725
+700
+17% +$15.5K 0.07% 135
2017
Q3 		$78K Buy
4,025
+1,500
+59% +$25.9K 0.05% 157
2017
Q2 		$36K Sell
2,525
-1
-0% -$16 0.02% 194
2017
Q1 		$39K Buy
+2,526
New +$35.2K 0.03% 189

Other funds holding STM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mark Sheptoff Financial Planning's STM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in STMicroelectronics (STM) in Q2 2026: 250 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in STM as recently as Q2 2024.

Mark Sheptoff Financial Planning first reported a position in STM in Q1 2017 and has held it in 14 quarters since. The position peaked at $321K in Q1 2023. 604 funds tracked by Wall St. Rank hold STM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 250 shares of STMicroelectronics worth $18.7K as of Q2 2026.
  • STMicroelectronics was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • STMicroelectronics made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #295 holding.
  • Mark Sheptoff Financial Planning first reported a position in STMicroelectronics in Q1 2017 and has held it in 14 quarters since.
  • Mark Sheptoff Financial Planning's STMicroelectronics position peaked at $321K in Q1 2023.
  • 604 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.