Sigma Planning Corp’s Imperial Oil IMO Stock Holding History

Sigma Planning Corp’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,588	Closed	-$208K	–	1443
2026 Q1	$208K	Buy	+1,588	New	+$178K	0.01%	1227
2025 Q3	–	Sell	-3,208	Closed	-$255K	–	1340
2025 Q2	$255K	Sell	3,208 -1,969	-38%	-$141K	0.01%	1055
2025 Q1	$374K	Sell	5,177 -1,159	-18%	-$79.6K	0.01%	848
2024 Q4	$390K	Sell	6,336 -1,441	-19%	-$104K	0.01%	828
2024 Q3	$548K	Sell	7,777 -82	-1%	-$5.8K	0.02%	710
2024 Q2	$536K	Sell	7,859 -48	-0.6%	-$3.31K	0.02%	693
2024 Q1	$547K	Buy	+7,907	New	+$483K	0.02%	729
2023 Q4	–	Sell	-8,450	Closed	-$520K	–	1016
2023 Q3	$520K	Buy	8,450 +246	+3%	+$13.5K	0.02%	699
2023 Q2	$420K	Sell	8,204 -259	-3%	-$12.9K	0.02%	804
2023 Q1	$430K	Sell	8,463 -196	-2%	-$9.78K	0.01%	867
2022 Q4	$422K	Sell	8,659 -529	-6%	-$27.3K	0.02%	837
2022 Q3	$398K	Buy	9,188 +32	+0.3%	+$1.46K	0.02%	824
2022 Q2	$431K	Buy	+9,156	New	+$468K	0.02%	815

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's IMO Position: Q2 2026 in Review

Sigma Planning Corp sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 1,588 shares — an estimated $208K sold.

Sigma Planning Corp first reported a position in IMO in Q2 2022 and held it in 13 quarters. The position peaked at $548K in Q3 2024. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Sigma Planning Corp reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
Sigma Planning Corp sold 1,588 Imperial Oil shares in Q2 2026, an estimated $208K.
Sigma Planning Corp first reported a position in Imperial Oil in Q2 2022 and held it in 13 quarters.
Sigma Planning Corp's Imperial Oil position peaked at $548K in Q3 2024.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.