Sigma Planning Corp’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $155M | Sell |
611,864
-9,975
| -2% | -$2.6M | 4.31% | 2 |
|
|
2025
Q4 | $169M | Sell |
621,839
-4,278
| -0.7% | -$1.15M | 4.67% | 2 |
|
|
2025
Q3 | $159M | Sell |
626,117
-25,386
| -4% | -$5.73M | 4.53% | 2 |
|
|
2025
Q2 | $134M | Sell |
651,503
-43,012
| -6% | -$8.69M | 4.02% | 2 |
|
|
2025
Q1 | $154M | Buy |
694,515
+781
| +0.1% | +$181K | 4.92% | 2 |
|
|
2024
Q4 | $174M | Sell |
693,734
-15,705
| -2% | -$3.7M | 5.46% | 2 |
|
|
2024
Q3 | $165M | Sell |
709,439
-24,626
| -3% | -$5.5M | 5.06% | 2 |
|
|
2024
Q2 | $155M | Sell |
734,065
-45,206
| -6% | -$8.43M | 4.9% | 2 |
|
|
2024
Q1 | $134M | Buy |
779,271
+505,741
| +185% | +$92M | 4.2% | 2 |
|
|
2023
Q4 | $52.7M | Sell |
273,530
-522,281
| -66% | -$96.4M | 4.12% | 2 |
|
|
2023
Q3 | $136M | Sell |
795,811
-28,124
| -3% | -$5.16M | 5.11% | 2 |
|
|
2023
Q2 | $160M | Sell |
823,935
-68,705
| -8% | -$12M | 5.74% | 1 |
|
|
2023
Q1 | $147M | Sell |
892,640
-18,899
| -2% | -$2.79M | 4.89% | 1 |
|
|
2022
Q4 | $118M | Sell |
911,539
-32,062
| -3% | -$4.58M | 4.23% | 2 |
|
|
2022
Q3 | $130M | Sell |
943,601
-21,751
| -2% | -$3.41M | 4.97% | 1 |
|
|
2022
Q2 | $132M | Sell |
965,352
-51,551
| -5% | -$7.81M | 4.59% | 1 |
|
|
2022
Q1 | $178M | Buy |
1,016,903
+12,329
| +1% | +$2.07M | 5.32% | 1 |
|
|
2021
Q4 | $178M | Buy |
1,004,574
+14,849
| +2% | +$2.35M | 4.97% | 1 |
|
|
2021
Q3 | $140M | Buy |
989,725
+3,848
| +0.4% | +$567K | 4.21% | 1 |
|
|
2021
Q2 | $135M | Sell |
985,877
-11,681
| -1% | -$1.51M | 4.02% | 1 |
|
|
2021
Q1 | $122M | Sell |
997,558
-45,654
| -4% | -$5.86M | 3.89% | 1 |
|
|
2020
Q4 | $138M | Sell |
1,043,212
-45,409
| -4% | -$5.46M | 4.71% | 1 |
|
|
2020
Q3 | $126M | Buy |
1,088,621
+65,793
| +6% | +$7.18M | 4.99% | 1 |
|
|
2020
Q2 | $93.3M | Buy |
1,022,828
+77,920
| +8% | +$6.04M | 4.09% | 1 |
|
|
2020
Q1 | $60.1M | Buy |
944,908
+22,048
| +2% | +$1.62M | 3.57% | 2 |
|
|
2019
Q4 | $67.8M | Sell |
922,860
-4,336
| -0.5% | -$279K | 2.86% | 3 |
|
|
2019
Q3 | $51.9M | Buy |
927,196
+1,308
| +0.1% | +$68.4K | 2.49% | 2 |
|
|
2019
Q2 | $45.8M | Buy |
925,888
+2,692
| +0.3% | +$131K | 2.36% | 2 |
|
|
2019
Q1 | $43.8M | Buy |
923,196
+14,152
| +2% | +$600K | 2.49% | 2 |
|
|
2018
Q4 | $35.8M | Buy |
909,044
+2,568
| +0.3% | +$124K | 2.61% | 3 |
|
|
2018
Q3 | $51.2M | Buy |
906,476
+268,008
| +42% | +$14M | 3.01% | 2 |
|
|
2018
Q2 | $29.5M | Buy |
638,468
+27,648
| +5% | +$1.25M | 1.98% | 5 |
|
|
2018
Q1 | $25.6M | Sell |
610,820
-4,084
| -0.7% | -$176K | 1.87% | 4 |
|
|
2017
Q4 | $26M | Sell |
614,904
-46,268
| -7% | -$1.93M | 2% | 3 |
|
|
2017
Q3 | $25.5M | Buy |
661,172
+91,016
| +16% | +$3.53M | 2.1% | 3 |
|
|
2017
Q2 | $20.5M | Sell |
570,156
-9,672
| -2% | -$358K | 1.93% | 3 |
|
|
2017
Q1 | $20.8M | Buy |
579,828
+17,096
| +3% | +$563K | 2.02% | 3 |
|
|
2016
Q4 | $16.3M | Sell |
562,732
-16,964
| -3% | -$481K | 1.78% | 3 |
|
|
2016
Q3 | $16.4M | Sell |
579,696
-32,800
| -5% | -$868K | 1.94% | 3 |
|
|
2016
Q2 | $14.6M | Sell |
612,496
-36,288
| -6% | -$902K | 1.91% | 4 |
|
|
2016
Q1 | $17.7M | Buy |
648,784
+17,888
| +3% | +$446K | 2.42% | 3 |
|
|
2015
Q4 | $16.6M | Buy |
630,896
+54,124
| +9% | +$1.55M | 2.32% | 3 |
|
|
2015
Q3 | $15.9M | Sell |
576,772
-127,068
| -18% | -$3.73M | 2.52% | 3 |
|
|
2015
Q2 | $22.1M | Sell |
703,840
-1,772
| -0.3% | -$56.7K | 3.05% | 2 |
|
|
2015
Q1 | $21.9M | Sell |
705,612
-50,624
| -7% | -$1.53M | 2.91% | 2 |
|
|
2014
Q4 | $20.9M | Buy |
+756,236
| New | +$20.6M | 2.76% | 2 |
|
Other funds holding AAPL
VCM
VPM
Sigma Planning Corp's AAPL Position: Q1 2026 in Review
Sigma Planning Corp reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $2.6M and leaving 611,864 shares worth $155M. The position accounts for 4.31% of the portfolio, ranked #2.
Sigma Planning Corp first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $178M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Sigma Planning Corp held 611,864 shares of Apple worth $155M as of Q1 2026.
- Sigma Planning Corp sold 9,975 Apple shares in Q1 2026, an estimated $2.6M.
- Apple made up 4.31% of Sigma Planning Corp's portfolio in Q1 2026, its #2 holding.
- Sigma Planning Corp first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Apple position peaked at $178M in Q4 2021.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.